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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
4775 E. 91St Street South Suite 200, Tulsa, OK 74137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Tulsa | OK | 01/2012 | 01/2024 |
| Osaic Wealth, Inc. | Tulsa | OK | 01/2024 | Present |
1)FINANCIAL BUILDERS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2002 ADDRESS: 4775 E 91st St. South Ste 200, Tulsa OK DESCRIPTION: DBA for insurance and securities business, investment advisor representative. Meet with clients, review accounts. 2)DP FINANCIAL & TAX, INC. POSITION: Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2002 ADDRESS: 4775 E. 91st Street South Ste 200, Tulsa OK 74137, United States DESCRIPTION: I review tax returns, provide tax advice and meet with tax clients during tax season. 3) BA TAX PROS POSITION: Owner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/24/2019 ADDRESS: 505 N Aspen Ave, Broken Arrow OK 74012, United States DESCRIPTION: I am part owner of this tax firm. I help with some management decisions but do not work daily in this business. 4) HARVEST HOUSE POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2010 ADDRESS: 1439 East 71st Street, Tulsa, Oklahoma 74136, Tulsa OK 74136, United States DESCRIPTION: It is an outreach to feed and clothe the underserved 5) FINANCIAL BUILDERS LLC POSITION: Owner NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2002 ADDRESS: 4775 E 91st St. South Ste 200, Tulsa OK 74137, United States DESCRIPTION: DBA for insurance and securities business, investment advisor representative Meet with clients , review accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-02 |
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