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John Edward Carlson

Epic Investment Management

Boulder, CO

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Current Employers
Epic Investment Management

Boulder, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2012-08-31
FL RA APPROVED 2010-12-10
  • CO RA
    APPROVED
    Since 2012-08-31
  • FL RA
    APPROVED
    Since 2010-12-10

Branch Locations

Boulder, CO • 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
Epic Investment Management Vail CO 10/2010 Present
Previous Registrations
  • 2007-03-13 → 2010-04-15
    Ci Doyle Private Wealth, Llc
    St. Petersburg, FL
  • 2004-07-22 → 2007-01-16
    Biscayne Advisors, Inc.
    Key Biscayne, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-01-31
  • S63 Uniform Securities Agent State Law Examination
    1986-01-31
Designations

View on SEC IAPD

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