Richard John Crandall

Current Employers

Epi Financial Group

5700 Crooks Rd. Suite 340, Troy, MI 48098-2809 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-07
LA	RA	APPROVED	2024-04-04
TX	RA	APPROVED	2023-08-06
TN	RA	APPROVED	2021-10-04
OH	RA	APPROVED	2019-06-18
FL	RA	APPROVED	2019-04-11
MI	RA	APPROVED	2015-01-28

CA RA
APPROVED

Since 2026-08-07
LA RA
APPROVED

Since 2024-04-04
TX RA
APPROVED

Since 2023-08-06
TN RA
APPROVED

Since 2021-10-04
OH RA
APPROVED

Since 2019-06-18
FL RA
APPROVED

Since 2019-04-11
MI RA
APPROVED

Since 2015-01-28

Branch Locations

5700 Crooks Rd. Suite 340, Troy, MI 48098-2809 • 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

Organization	City	State	From	To
Crandalling, Inc.	Farmington Hills	MI	12/2005	12/2018
Estate Planning Institute Group, Llc	Troy	MI	10/2000	09/2017
Epi Protection, Llc	Troy	MI	05/2005	Present
Epi Financial Group Llc Dba Epi Financial Group	Troy	MI	12/2014	Present
Epi Advisors, Llc	Troy	MI	12/2014	08/2020
Epi Group, Llc	Troy	MI	09/2017	Present

12/2005 → 12/2018

Crandalling, Inc.

Farmington Hills, MI
10/2000 → 09/2017

Estate Planning Institute Group, Llc

Troy, MI
05/2005 → Present

Epi Protection, Llc

Troy, MI
12/2014 → Present

Epi Financial Group Llc Dba Epi Financial Group

Troy, MI
12/2014 → 08/2020

Epi Advisors, Llc

Troy, MI
09/2017 → Present

Epi Group, Llc

Troy, MI

Previous Registrations

2013-04-02 → 2015-01-20

Epi Advisors Llc

Southfield, MI

Other Businesses

1) EPI Protection, LLC; INDEPENDENT INSURANCE AGENT; 05/2005; INSURANCE SALES/SERVICES; TROY, MI. 2) EPI Group, LLC; SALES/SALES MANAGEMENT; 10/2010; TROY, MI.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-03-08
S63	Uniform Securities Agent State Law Examination	2010-02-01

S65 Uniform Investment Adviser Law Examination

2013-03-08
S63 Uniform Securities Agent State Law Examination

2010-02-01

Other Names

Richard J Crandall

View on SEC IAPD