Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-01-19
  • OK RA
    APPROVED
    Since 2024-01-19

Branch Locations

12312 E 86Th St, North Owasso, OK 74055 • United States

950 N Aspen, Broken Arrow, OK 74012 • United States

801 S Boston, Tulsa, OK 74119 • United States

300 12Th Ave Se, Norman, OK 73071 • United States

109 S Main, Luther, OK 73054 • United States

4141 Nw Expressway Suite 140, Oklahoma City, OK 73116 • United States

427 Nw 6Th St, Oklahoma City, OK 73102 • United States

100 Ne 150Th St, Edmond, OK 73013 • United States

108 E 8Th St, Tulsa, OK 74119 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Great American Land Co. Luther OK 06/1975 Present
Self Employed Cpa Luther OK 05/1982 Present
Cue Phoenix AZ 05/1997 Present
Woodbury Financial Services Inc Oklahoma City OK 10/2015 01/2024
Osaic Wealth, Inc. Tulsa OK 01/2024 Present
  • 06/1975 → Present
    Great American Land Co.
    Luther, OK
  • 05/1982 → Present
    Self Employed Cpa
    Luther, OK
  • 05/1997 → Present
    Cue
    Phoenix, AZ
  • 10/2015 → 01/2024
    Woodbury Financial Services Inc
    Oklahoma City, OK
  • 01/2024 → Present
    Tulsa, OK
Previous Registrations
  • 2015-10-23 → 2024-01-19
    Woodbury Financial Services, Inc.
    Broken Arrow, OK
    Norman, OK
    Edmond, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Tulsa, OK
    Luther, OK
    Tulsa, OK
    Oklahoma City, OK
    Mckinney, TX
    North Owasso, OK
    Bixby, OK
    Oklahoma City, OK
    Shawnee, OK
    Ada, OK
    Oklahoma City, OK
    Tulsa, OK
  • 2010-02-17 → 2015-10-31
    Level Four Financial, Llc
    Dallas, TX
    Oklahoma City, OK
  • 1997-09-23 → 2009-09-30
    Cue Financial Group, Inc.
    Oklahoma City, OK
    Oklahoma City, OK
    Tulsa, OK
    Phoenix, AZ
Other Businesses

1. ALLAN K. BOOHER,CPA., INC POSITION: president NATURE: corporation INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1982 ADDRESS: P. O. Box 215, luther OK 73054 DESCRIPTION: tax prepartion, accounting 2. GREAT AMERICAN LAND COMPANY POSITION: owner NATURE: real estate development, sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1975 ADDRESS: P. O. Box 215, luther OK 73054 DESCRIPTION: real estate investment, sales 3. COMMUNICATION FEDERAL CREDIT UNION POSITION: Board member NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2014 ADDRESS: 4141 N W expressway, Ste 200, oklahoma city OK 73116 DESCRIPTION: Review business statements of credit union 4. CUE FINANCIAL OF OKLAHOMA POSITION: owner NATURE: llc INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2009 ADDRESS: 4141 nw expressway, ste 140, oklahoma city OK 73116 DESCRIPTION: Fixed insurance, life insurance, disability in surance, long term care , health insurance, fixed annuities. 5. FIRST CHRISTIAN CHURCH OF LUTHER POSITION: Board member NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 401 east first street, luther OK 73054 DESCRIPTION: decide business of the church 6. LION FOUNDATION POSITION: director NATURE: provide scholarships to graduating seniors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1995 ADDRESS: 108 south main, luther OK 73054 DESCRIPTION: fund raising 7. MBAB, LLC POSITION: owner NATURE: LLC, Real estate investment and developement. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/24/2018 ADDRESS: p o box 215, luther OK 73054, United States DESCRIPTION: Managing the llc, making decisions about development 8. LUTHER D AND T,LLC , COMMERCIAL RENTAL PROPERTY POSITION: managing member NATURE: llc to purchase rental building INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2020 ADDRESS: p o box 215, luther OK 73054, United States DESCRIPTION: Manage commercial rental property 9. CUE FINANCIAL INVESTMENTS,LLC POSITION: member NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 4141 NW expressway, suite 140, Oklahoma City OK 73116, United States DESCRIPTION: Help with the management of the llc. Investments

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-03-01
S63 Uniform Securities Agent State Law Examination 1989-10-27
  • S65 Uniform Investment Adviser Law Examination
    1994-03-01
  • S63 Uniform Securities Agent State Law Examination
    1989-10-27
Designations

View on SEC IAPD

More in North Owasso, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor