Evan Philip Ocepek

Current Employers

Employment History

• 04/2010 → 04/2020
  Western International Securities, Inc.
  Pasadena, CA
• 04/2020 → 01/2024
  Woodbury Financial Services Inc
  Cypress, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Cypress, CA

Previous Registrations

• 2020-04-16 → 2024-01-19
  Woodbury Financial Services, Inc.
  Cypress, CA
• 2011-02-10 → 2020-04-17
  Western International Securities, Inc.
  Irvine, CA
  Westlake Village, CA

Other Businesses

1. MURPHY FINANCIAL SERVICES, INC. POSITION: Partner NATURE: DBA investment related business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/16/2020 ADDRESS: 5665 Plaza Drive, Suite 350, Cypress CA 90630, United States DESCRIPTION: Partner with DBA Murphy Financial Services, registered advisor with Woodbury Financial Services 2. EVAN OCEPEK POSITION: Insurance Agent NATURE: Sole Proprietorship Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/15/2011 ADDRESS: 5665 Plaza Drive, Suite 350, Cypress CA 90630, United States DESCRIPTION: Recommend various insurance products to clients and help them establish and maintain these policies with the carriers.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-27

Designations

Other Names

• Evan Ocepek