Bradley Merritt Epstein

Current Employers

Employment History

• 06/2004 → Present
  Epstein & Company Cpas
  Dallas, TX
• 06/2016 → 06/2023
  International Assets Advisory, Llc
  Heath, TX
• 06/2023 → Present
  Independent Financial Group, Llc
  Rockwall, TX
• 06/2004 → Present
  Epstein & Company Pc
  Rockwall, TX
• 06/2004 → Present
  Belac Properties Llc
  Rockwall, TX
• 12/2006 → Present
  Epstein & Kolacz Wealth Management
  Rockwall, TX
• 12/2019 → Present
  Belac Louisiana Llc
  Rockwall, TX

Previous Registrations

• 2016-06-01 → 2023-06-30
  International Assets Investment Management, Llc
  Heath, TX
  Orlando, FL
  Rockwall T, TX
• 2013-11-07 → 2016-05-10
  Cetera Advisors Llc
  Greenwood Village, CO
  Rockwall, TX
• 2006-02-03 → 2013-11-22
  Woodbury Financial Services, Inc.
  Plano, TX
  Plano, TX
  Rockwall, TX
• 2012-05-25 → 2012-09-18
  Next Financial Group, Inc.
  Rockwall, TX
  Houston, TX

Other Businesses

(1) BELAC LOUISIANA LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2019 ADDRESS: 2600 Ridge Road, Rockwall TX 75087, United States DESCRIPTION: This entity owns a condo in New Orleans, LA. Owned with wife (other 50%). (2) BELAC PROPERTIES LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2004 ADDRESS: 2600 Ridge Road, Rockwall TX 75087, United States DESCRIPTION: This entity owns the building where the branch location is located. No other tenants. Wife owns the other 50% (3) EPSTEIN & KOLACZ WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2006 ADDRESS: 2600 Ridge Road, Rockwall TX 75087, United States DESCRIPTION: Life Insurance sales (4) EPSTEIN & COMPANY PC POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 06/01/2004 ADDRESS: 2600 Ridge Road, Rockwall TX 75087, United States DESCRIPTION: Practice Certified Public Accounting through Epstein ^ Company PC. Primarily provide tax and accounting services. Other 25% is owned by an outside partner (non-RR.) BRAD EPSTEIN CPA PLLC POSITION: Officer/Director NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2025 ADDRESS: 2600 Ridge Road, Rockwall TX 75087, United States DESCRIPTION: This entity is the partner of EB Tax Advisors PLLC. To date, this entity has not had any activity except being the tax partner of EB Tax Advisors PLLC. Moving forward, this entity plans to provide general business consulting and coaching services. EB TAX ADVISORS PLLC POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 125 START DATE: 01/01/2024 ADDRESS: 2600 Ridge Road, Rockwall TX 75087, United States DESCRIPTION: This is the new name of a previously disclosed OBA - Epstein & Company PC. It's not a new entity. The entity provides tax preparation and consulting. We also serve as power of attorneys, but only for representing clients before the Internal Revenue Service.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-08
• S63 Uniform Securities Agent State Law Examination
  2005-07-07

Other Names

• Brad Epstein