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David E Epps

Integral Wealth Management

Modesto, CA

Turlock, CA

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Current Employers
Integral Wealth Management

605 E Main Street, Turlock, CA 95380 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-17
  • CA RA
    APPROVED
    Since 2024-01-17

Branch Locations

605 Standiford Ave Suite N, Modesto, CA 95350 • United States

605 E Main Street, Turlock, CA 95380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Modesto CA 03/1999 01/2024
Charles Schwab Bank Modesto CA 02/2005 01/2024
Integral Wealth Management Turlock CA 01/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-21
S63 Uniform Securities Agent State Law Examination 1999-07-09
  • S66 Uniform Combined State Law Examination
    2003-03-21
  • S63 Uniform Securities Agent State Law Examination
    1999-07-09
Designations
Other Names
  • David E Epps
  • David Earl Epps

View on SEC IAPD

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LPL FINANCIAL LLC · MODESTO, CA
OLIVEIRA WEALTH · MODESTO, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Modesto, CA
OSAIC WEALTH, INC. · MODESTO, CA
U.S. BANCORP ADVISORS, LLC · Modesto, CA

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