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7406 N Classen Blvd, Oklahoma City, OK 73116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-04-12 |
Branch Locations
7406 N Classen Blvd, Oklahoma City, OK 73116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services, Llc | Cleveland | OH | 12/2016 | 06/2017 |
| Keybank | Chagrin Falls | OH | 12/2016 | 06/2017 |
| Keybank | Chagrin Falls | OH | 10/2016 | 12/2016 |
| Raymond James & Associates | Oklahoma City | OK | 10/2017 | 07/2018 |
| Unemployed | Oklahoma City | OK | 06/2017 | 10/2017 |
| Epic Wealth Management, Llc | Oklahoma City | OK | 07/2018 | 03/2022 |
| Epic Wealth Management, Llc | Oklahoma City | OK | 11/2020 | 03/2023 |
| Epic Wealth Management, Llc | Oklahoma City | OK | 04/2022 | Present |
NAME OF BUSINESS: LIFE INSURANCE AGENT ADDRESS OF BUSINESS: OKLAHOMA CITY DUTIES OF POSITION: LIFE INSURANCE AND ANNUITY PRODUCTS. MATCH INSURANCE SOLUTIONS TO CLIENT NEEDS. START DATE: 2025 PERCENTAGE OF TIME SPENT ON THIS ACTIVITY DURING TRADING HOURS: LESS THAN 1%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-15 |
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