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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-23 |
| TX | RA | APPROVED | 2024-02-22 |
| OK | RA | APPROVED | 2024-01-19 |
Branch Locations
5600 N May Avenue Suite 190, Oklahoma City, OK 73112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Franklin | TN | 07/2011 | 03/2021 |
| St. Bernard Financial Services, Inc. | Russellville | AR | 04/2021 | 12/2021 |
| Woodbury Financial Services Inc | Oklahoma City | OK | 01/2022 | 01/2024 |
| Osaic Wealth, Inc. | Lawton | OK | 01/2024 | Present |
1. CEDAR CREST RV PARK POSITION: Partner/Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2003 ADDRESS: 218 N. Redlands Rd., Stillwater OK 74074, United States DESCRIPTION: Grounds Keeping 2. MAX PROPERTIES, LLC POSITION: 50% Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2003 ADDRESS: 220 N. Redlands Rd., Stillwater OK 74074, United States DESCRIPTION: This LLC was set up for rental property, we have sold he property and is now being used to cattle. 3. CEDAR & SPURS, LLC POSITION: 50% owner NATURE: Development and cabin home sites INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2012 ADDRESS: 220 N. Redlands Rd., Stillwater OK 74074, United States DESCRIPTION: None, my brother in-law handles the duties 4. INSURANCE POSITION: producer NATURE: use a 3rd party marketing firm (ECA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2022 ADDRESS: 5600 N May Ave, Suite 190, Oklahoma City OK 73112, United States DESCRIPTION: offer fixed insurance, life insurance, disability insurance, long term care, health insurance and fixed annuities. 5. ETERNAL WEALTH MANAGEMENT POSITION: Registered Representative & Insurance Agent NATURE: It is the DBA name for our securities and investment advisory business and insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/23/2023 ADDRESS: 5600 N May Ave, Oklahoma City OK 73112, United States DESCRIPTION: This is the DBA name for our business. I carry out my Woodbury financial services activities through this DBA as well as insurance business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-26 |
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