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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-07-30 |
| TX | RA | APPROVED | 2024-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 06/2011 | 07/2024 |
| Penn Mutual Life Ins Co | Horsham | PA | 06/2011 | Present |
| Osaic Wealth | Tulsa | OK | 07/2024 | Present |
1. UNBRIDLED FINANCE LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 07/29/2024 ADDRESS: 36 E Cameron St, Tulsa OK 74103, United States DESCRIPTION: Insurance Sales and service for various carriers 2. DOWN THE MIDDLE PROPERTIES POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 19695 South 49th West Avenue, Mounds OK 74047, United States DESCRIPTION: Bought and renovated real estate properties. LLC is active but not purchasing since 2018. 3. FAIRWAY STABLES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 19695 South 49th West Avenue, Mounds OK 74047, United States DESCRIPTION: All farm expenses run through this LLC as well as income from bailing hay and working with horses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-02 |
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