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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-18 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
2571 Springs Rd , Hickory, NC 28601 • United States
222 N Main St,, Mooresville, NC 28115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epic Financial Advisors Llc | Hickory | NC | 08/2016 | 12/2018 |
| Retirement Wealth Advisors, Inc. | Hickory | NC | 08/2019 | 05/2021 |
| Formulafolio Investments, Llc | Hickory | NC | 08/2019 | 05/2021 |
| Insight Folios | Hickory | NC | 05/2021 | 04/2022 |
| Brookstone Wealth Advisors, Llc | Hickory | NC | 04/2022 | 02/2023 |
| Lifeworks Advisors, Llc Dba Epic Income Advisors | Hickory | NC | 02/2023 | 08/2026 |
| Benefit Solutions, Inc. | Hickory | NC | 01/2015 | Present |
| Spatz Delmonico Llc | Hickory | NC | 05/2020 | Present |
| Epic Income Advisors Llc | Hickory | NC | 02/2016 | Present |
| Foundations Investment Advisors, Llc | Hickory | NC | 08/2026 | Present |
1.) EPIC INCOME ADVISORS; INVESTMENT RELATED; 2571 SPRINGS RD NE, HICKORY, NC, 28601; INSURANCE SERVICES; OWNER/CEO; STARTING: 2/2016; APPROXIMATELY 10 HOURS/MONTH; COMMISSIONABLE INSURANCE SALES. 2.) SPATZ DELMONICO LLC; INVESTMENT RELATED; 2571 SPRINGS RD NE, HICKORY, NC, 28601; INSURANCE SERVICES; OWNER/INSURANCE AGENT. STARTING: 5/2020; APPROXIMATELY 5 HOURS PER MONTH. COMMISSIONABLE INSURANCE SALES 3.) BENEFIT SOLUTIONS INC; NON-INVESTMENT RELATED; 5593 37th St NE, HICKORY, NC. 28601; HEALTH INSURANCE BROKER AND TPA; INSURANCE AGENT; STARTING: 1/2015; APPROXIMATELY 5 HOURS PER MONTH. HEALTH INSURANCE REFERRALS AND CLIENT RELATIONSHIP MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-25 |
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