Rick Marlon Hadrava

Current Employers

Employment History

• 03/2008 → 07/2018
  Raymond James & Associates, Inc.
  Oklahoma City, OK
• 06/2018 → 04/2022
  Epic Wealth Management, Llc
  Oklahoma City, OK
• 04/2022 → 03/2025
  Scissortail Wealth Management, Llc
  Oklahoma City, OK
• 03/2025 → Present
  Uniting Wealth Partners, Llc
  Oklahoma City, OK

Previous Registrations

• 2023-01-15 → 2025-04-01
  Scissortail Wealth Management, Llc
  Oklahoma City, OK
  Tulsa, OK
• 2022-04-05 → 2022-12-31
  Scissortail Wealth Management, Llc
  Tulsa, OK
  Oklahoma City, OK
• 2018-07-12 → 2022-04-04
  Epic Wealth Management, Llc
  Oklahoma City, OK
• 2008-03-18 → 2018-07-17
  Raymond James & Associates, Inc.
  Tulsa, OK
  Rogers, AR
  Clive, IA
  Rogers, AR
  Oklahoma City, OK
• 2003-02-28 → 2008-03-18
  Banc Of America Investment Services, Inc.
  Oklahoma City, OK
  Ft. Worth, TX
• 1994-10-21 → 2003-03-10
  Morgan Stanley Dw Inc.
  Austin, TX

Other Businesses

1) Licensed insurance agent; Not investment-related; Oklahoma City, Oklahoma 73120; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours. 2) Rancho De Los Cinco Rios, LLC; Investment-related; Home office; Managing Partner; 01/01/2021; 20 hours per month; 0 during trading hours; Assist with financial operations and maintenance of the property 3) Epic Business Advisory, LLC; Non investment-related; 6303 Waterford Blvd, Oklahoma City, OK 73118; Small business consulting and advisory; Managing partner; 01/01/2021; 5 hours per month; 0 during trading hours; Working with small business owners to help improve the value of their business 4) Training Mastery 3; Not investment-related; 11798 NW Chipmunk Lane, Portland, OR 97229; Works with small business owners to enhance their entrepreneurial skills in marketing, sales, and management; Board Member; 04/01/2025; 3 hours per month; 0 during trading hours; Advisory board member 5) RAVA LLC; Investment-related; 6303 Waterford Blvd, Suite 125, Oklahoma City, OK 73118; Real estate investing; Owner; 01/01/2021; 0 hours per month; 0 during trading hours; Duties include buying, selling, and holding real estate properties 6) Author of Beyond Wealth; Investment-related; Home office; 12/2024; 10-15 hours per month; 0 during trading hours; Owner/writer of the book

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-26
• S63 Uniform Securities Agent State Law Examination
  1994-10-20

Other Names

• Rich Marlon Hadrava