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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-07-31 |
| TX | RA | APPROVED_RES | 2024-07-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend And Kent, Inc | Tulsa | OK | 03/2000 | 07/2024 |
| Osaic Wealth | Tulsa | OK | 07/2024 | Present |
1. UNBRIDLED FINANCE LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/29/2024 ADDRESS: 12 N Cheyenne Ave, #222, Tulsa OK 74103, United States DESCRIPTION: insurance sales and service for various carriers 2. COLONIAL ROYALTIES LIMITED PARTNERSHIP POSITION: General Partner NATURE: limited partnership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/30/2012 ADDRESS: PO Box 3460, Broken Arrow OK 74013, United States DESCRIPTION: Mineral, oil and gas leasing. General partner, sign leases for Royalties. Review tax preparation each year and annual letters that are distributed to unit holders.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-24 |
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