# VALERY LYNN OSWALD

VALERY LYNN OSWALD is an investment adviser representative (IAR) with state registration records since 1989, appearing at 4 firms. Currently registered with EPIC WEALTH MANAGEMENT, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EPIC WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/297643) | 2018-07-12 | present | Yes |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2014-01-10 | 2018-07-17 | — |
| [ARVEST INVESTMENTS, INC.](https://search.stillhousedata.com/firm/42057) | 2009-05-01 | 2014-01-22 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 1989-02-22 | 2009-05-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1997347)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1997347.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.