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Patrick Lawrence Weeks

Epic Wealth Management LLC

Red Bank, NJ

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Current Employers
Epic Wealth Management Llc

2 Bridge Avenue, Suite 633B, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-09-15
NY RA APPROVED 2022-07-11
NJ RA APPROVED 2020-10-27
  • PA RA
    APPROVED
    Since 2022-09-15
  • NY RA
    APPROVED
    Since 2022-07-11
  • NJ RA
    APPROVED
    Since 2020-10-27

Branch Locations

2 Bridge Avenue Suite 633B, Red Bank, NJ 07701 • 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
Gilder Gagnon Howe & Co New York NY 12/2010 01/2017
Not Employed Bayonne NJ 01/2017 08/2018
Chelsea Financial Services Staten Island NY 09/2018 02/2020
Epic Wealth Management Red Bank NJ 08/2020 Present
Self-Employed Red Bank NJ 10/2019 10/2020
Chelsea Financial Services Staten Island NY 01/2022 08/2022
W&W Consulting Llc Bayonne NJ 04/2021 Present
  • 12/2010 → 01/2017
    Gilder Gagnon Howe & Co
    New York, NY
  • 01/2017 → 08/2018
    Not Employed
    Bayonne, NJ
  • 09/2018 → 02/2020
    Chelsea Financial Services
    Staten Island, NY
  • 08/2020 → Present
    Epic Wealth Management
    Red Bank, NJ
  • 10/2019 → 10/2020
    Self-Employed
    Red Bank, NJ
  • 01/2022 → 08/2022
    Chelsea Financial Services
    Staten Island, NY
  • 04/2021 → Present
    W&W Consulting Llc
    Bayonne, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-19
  • S66 Uniform Combined State Law Examination
    2019-02-19
Other Names
  • Patrick L Weeks

View on SEC IAPD

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Other Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ
WBI INVESTMENTS, LLC · RED BANK, NJ
PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ
ATLAS PRIVATE WEALTH ADVISORS · RED BANK, NJ
DONALD W. CASH & ASSOCIATES, LLC · RED BANK, NJ
IEM ASSET MANAGEMENT, LLC · RED BANK, NJ

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