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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co | St Paul | MN | 05/2015 | 08/2023 |
| Securian Financial Services, Inc | St Paul | MN | 05/2015 | 08/2023 |
| Securian Advisor Midamerica, Inc | Tulsa | OK | 05/2015 | Present |
| Cetera Wealth Services, Llc | Tulsa | OK | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) CATALYST BENEFITS GROUP POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2017 ADDRESS: , Tulsa OK , United States DESCRIPTION: Agent/Broker 2) HANEY FINANCIAL SERVICES POSITION: Owner NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: , Tulsa OK , United States DESCRIPTION: Owner 3) ORDAINED MINISTRY SERVICES POSITION: Member NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: , Jenks OK , United States DESCRIPTION: Member 4) SAMA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/25/2019 ADDRESS: , Hiawatha IA , United States DESCRIPTION: Agent/Broker 5) INFINITELYALLISONLLC POSITION: None NATURE: It's my wife's I was told to share it anyway. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2022 ADDRESS: 7625 S Quebec Pl, Tulsa OK 74136, United States DESCRIPTION: My wife opened an LLC for a condo purchased for my step-son 6) NAME OF OTHER BUSINESS: GUIDE WEALTH PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: VETRUVIAN MASONIC LODGE JR DEACON; INVESTMENT RELATED: NO; ADDRESS: 117 WEST COMMERCAIL ST, BROKEN ARROW, OK 74012; NATURE OF BUSINESS: MASONIC LODGE; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: JR DEACON; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP WITH OPENING AND CLOSING THE LODGE MEETING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-28 |
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