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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-03-03
TX RA APPROVED 2025-03-03
  • OK RA
    APPROVED
    Since 2025-03-03
  • TX RA
    APPROVED
    Since 2025-03-03

Branch Locations

Broken Arrow, OK • United States

7134 S Yale Avenue Suite 430, Tulsa, OK 74136 • 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
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
  • 02/2015 → 03/2025
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 01/2015 → 03/2025
    Penn Mutual Life Insurance Co
    Horsham, PA
  • 03/2025 → Present
    Osaic Wealth
    Tulsa, OK
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-11
  • S66 Uniform Combined State Law Examination
    2015-06-11
Other Names
  • Justin Cowell

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