# FRANK OLIVER SLOAN

FRANK OLIVER SLOAN is an investment adviser representative (IAR) with state registration records since 2000, appearing at 4 firms. Currently registered with EP WEALTH ADVISORS, LLC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2024-07-17 | present | Yes |
| [SLOAN INVESTMENT MANAGEMENT, L.L.C.](https://search.stillhousedata.com/firm/142276) | 2022-11-04 | 2024-07-31 | — |
| [SLOAN INVESTMENT MANAGEMENT, L.L.C.](https://search.stillhousedata.com/firm/142276) | 2007-03-02 | 2021-12-31 | — |
| [STEPHENS INC.](https://search.stillhousedata.com/firm/3496) | 2002-12-09 | 2007-04-02 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2000-08-14 | 2002-12-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/426420)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/426420.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.