Mark Arra has been an investment adviser representative at Epic Wealth Management since January 2021, and is not listed among the firm’s executive officers or direct owners.
Epic Wealth Management, LLC is an Oklahoma City, OK firm with $121M under management, 153 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Mark Arra’s longest registration was 15 years at Avantax Advisory Services (2005–2021). Before joining Epic Wealth Management in 2021, Mark Arra was registered through Avantax Advisory Services.
- Epic Wealth Management, LLCCurrent– present · 5 yearsNorman, OK · Adviser representative · Firm CRD 297643
- Avantax Advisory Services– · 15 yearsNorman, OK · Adviser representative · Firm CRD 104556
Investment adviser representative registrations
Mark Arra is registered as an investment adviser representative in Oklahoma, since January 2021.
- OklahomaSince 25 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 May 2005 |
| Series 7 | General Securities Representative Examination | 16 October 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 May 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 December 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mark Timothy Arra
- CRD
- 4258404
- Firm
- Epic Wealth Management · CRD 297643
- Office
- Norman, OK
- Registration
- Investment adviser registration
- In the industry since
- September 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Arra work?
Mark Arra is an investment adviser representative registered through Epic Wealth Management, LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Mark Arra a financial advisor?
Yes. Mark Arra has a current investment-adviser registration in Oklahoma, through Epic Wealth Management since January 2021.
How many years of experience does Mark Arra have?
Mark Arra has 25 years in the financial industry, since September 2001, across 2 adviser firms.
What exams has Mark Arra passed?
Mark Arra has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in December 2000. FINRA credited Mark Arra with the SIE, which began in October 2018.
Where is Mark Arra based?
Mark Arra’s registered office is in Norman, OK.
Is Mark Arra registered with FINRA?
No. Mark Arra has no current broker registration.
How can I verify Mark Arra’s record?
Search CRD 4258404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Arra’s full registration record.