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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED | 2025-03-03 |
Branch Locations
Broken Arrow, OK • United States
7134 S Yale Avenue Suite 430, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2015 | 03/2025 |
| Penn Mutual Life Insurance Co | Horsham | PA | 01/2015 | 03/2025 |
| Osaic Wealth | Tulsa | OK | 03/2025 | Present |
1. ACT WEALTH STRATEGIES LLC POSITION: Wealth Strategist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 09/01/2022 ADDRESS: 4200 E Skelly Drive, Suite 550, Tulsa OK 74135, United States DESCRIPTION: Insurance sales and service for various carriers. Financial services business DBA name. 2. ACT WEALTH STRATEGIES LLC POSITION: Wealth Strategist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 09/01/2022 ADDRESS: 7134 S YALE AVE, Suite 430, Tulsa OK 74136, United States DESCRIPTION: Insurance sales and service for various carriers. Financial services business DBA name. 3. POWER OF ZERO POSITION: Instructor NATURE: Power of Zero is a marketing program. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/15/2018 ADDRESS: 7134 S YALE AVENUE, Suite 430, Tulsa OK 74136, United States DESCRIPTION: Free educational workshops using the Power of Zero material. 4. VELOCITY WEALTH STRATEGIES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/04/2021 ADDRESS: 7134 S YALE AVE, Suite 430, Tulsa OK 74136, United States DESCRIPTION: Pass-through corporation for business expenses and taxation. Securities and insurance revenue. 5. COWELL ENTERPRISES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/20/2019 ADDRESS: 2427 S. Umbrella Pl, Broken Arrow OK 74012, United States DESCRIPTION: Rental Property, Rent Collection, Home Maintenance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-11 |
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