Investment adviser representative · Epiphany Wealth Management
Orie Helaire Jr.
CRD 4307230 · Houston, TX
At a glance
Orie Helaire Jr. is an investment adviser representative with Epiphany Wealth Management in Houston, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Orie’s SEC record dates to 2015, about 11 years ago. Designations on file: Chartered Financial Consultant, Personal Financial Specialist.
Current advisory firm
- Epiphany Wealth ManagementSince March 2015Houston, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Chartered Financial Consultant, Personal Financial Specialist
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Orie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Epiphany Wealth Management
Every advisor at Epiphany Wealth Management →Financial advisors in Houston, TX →Advisor Moves: who changed firms this week →