Brandon K. Ford

Current Employers

Employment History

• 03/2001 → 06/2024
  Securities America, Inc.
  Tulsa, OK
• 01/2002 → Present
  Brandon Ford Insurance
  Tulsa, OK
• 01/2004 → 06/2024
  Securities America Advisors, Inc.
  Tulsa, OK
• 06/2024 → Present
  Osaic Wealth, Inc.
  Tulsa, OK

Previous Registrations

• 2004-01-06 → 2024-06-14
  Securities America Advisors, Inc.
  Tulsa, OK
• 2002-01-04 → 2003-12-31
  Elk Advisory, Inc.
  Tulsa, OK

Other Businesses

***FORD CAPITAL MANAGEMENT POSITION: Insurance Sales NATURE: LIFE INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2001 ADDRESS: 6033 S. 66th E. Ave, Ste. 300, Tulsa OK 74145 DESCRIPTION: I recommend insurance when it is most appropriate for a client ensuring it is consistent with their liquidity needs, investment horizon, risk tolerance ***FORD CAPITAL MANAGEMENT POSITION: Registered Rep NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 7 START DATE: 08/01/2001 ADDRESS: 6033 S. 66th E. Ave., Ste. 300, Tulsa OK 74145 DESCRIPTION: Financial needs of my clients are determined & then a financial plan is designed to meet those needs & objectives. ***ST. PATRICK'S EPISCOPAL CHURCH POSITION: Finance Committee Member NATURE: ST. PATRICK'S CHURCH - MEMBER OF THE FINANCE COMMITTEE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2001 ADDRESS: 4250 W. Houston St., Broken Arrow OK 74012 DESCRIPTION: A minute of each monthly meeting pertains to a review of the church trust investment account. The balance of the time is spent on other church related financial matters. ***ELK FINANCIAL SERVICES CHECKING ACCOUNT POSITION: Authorized Check writer NATURE: Elk Financial Services - It was the DBA of a previous Securities America Advisor, Lon Unsell. Elk Financial Services was the title of the business checking account. Once Lon retired & I purchased his business I retained the Elk Financial Services title for the business account & titled my DBA as Ford Capital Management. The Elk checking account is utilized to pay my secretary's salary, rent & other office expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 6033 S 66th E Ave, Ste 300, Tulsa OK 74145 DESCRIPTION: It is simply the title of a checking account utilized to pay salaries & office related expenses.

Exams

• S66 Uniform Combined State Law Examination
  2001-12-05
• S63 Uniform Securities Agent State Law Examination
  2001-08-29