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1951 Nw 19Th Street Suite 203, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-18 |
Branch Locations
1951 Nw 19Th Street Suite 203, Boca Raton, FL 33431 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | King Of Prussia | PA | 05/2016 | 06/2017 |
| Epic Capital Securities | Boca Raton | FL | 06/2017 | Present |
1) ASSOCIATED WITH EPIC ADVISORY SERVICES, AN AFFILIATED INVESTMENT ADVISORY FIRM (FL ADVISER). START DATE: 2/04/2021. TIME DEVOTED: APPROXIMATELY LESS THAN 10 HOURS PER WEEK. DUTIES: PROVIDE MIDDLE AND BACK OFFICE SERVICES TO ADVISER AND CLIENTS. 2) COACH FOR BOCA UNITED, A YOUTH SOCCER ORGANIZATION. NOT INVESTMENT RELATED. LOCATION: 11890 FLOTILLA PLACE, BOCA RATON, FL 33428. START DATE: 1/2022. TIME DEVOTED: 18 HOURS/ MONTH, NOT DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-01 |
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