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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-20 |
| OK | RA | APPROVED | 2024-06-14 |
Branch Locations
918 Sw 107Th St Ste 100, Oklahoma City, OK 73170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc. | Oklahoma City | OK | 01/2016 | 03/2018 |
| Futurity First Insurance Group | Oklahoma City | OK | 01/2016 | Present |
| Bulmer Financial Group | Oklahoma City | OK | 08/2015 | Present |
| Securities America, Inc. | Oklahoma City | OK | 03/2018 | 06/2024 |
| Securities America Advisors | Oklahoma City | OK | 03/2018 | 06/2024 |
| Osaic Wealth, Inc. | Oklahoma City | OK | 06/2024 | Present |
1. Futurity First Insurance Group Position: Insurance Agent Nature: Insurance Investment Related: No Hours: 80 Securities Trading Hours: 50 Start Date: 10/01/2015 Address: 8420 West Dodge Road, Omaha OK 68114 2. Bulmer Financial Group (DBA) / Securities America Advisors Position: Financial Advisor Nature: Financial Advisor Investment Related: Yes Hours: 15 Securities Trading Hours: 80 Start Date: 10/01/2015 Address: 918 SW 107th St Ste 100, OKC OK 73170 3. Independent Insurance Agent Position: Independent Insurance Agent Nature: Independent Insurance Agent Investment Related: No Hours: 15 Securities Trading Hours: 10 Start Date: 01/01/2016 Address: 918 SW 107th St Ste 100, OKC OK 73170 4. SAA POSITION: Financial Advisor NATURE: Securities Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 04/02/2018 ADDRESS: 918 SW 107th St Ste 100, OKC OK 73170 5. CLEVELAND ELEMENTARY PTA POSITION: Assistant Treasurer NATURE: Ways and Means - VP Fundraising INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2018 ADDRESS: 2725 NW 23rd, OKC OK 73107, United States DESCRIPTION: Serve as a board member and vote on PTA related issues. Occasionally write, deposit, or collect checks involving the PTA 6. JARED BULMER POSITION: Film Composer NATURE: Film Composer INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 2744 NW 19th, OKC OK 73107, United States DESCRIPTION: Film composer for two feature films. The work on the first film was in 2019. The work for second film was in 2024 and early 2025. There have been no additional film composition projects other than these two. Additionally, I do not publicly offer my services in this field in any capacity. 7. CLEVELAND ELEMENTARY PTA POSITION: Member at Large NATURE: Member at Large INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 2725 NW 23rd, OKC OK 73107, United States DESCRIPTION: Serve as a board member and vote on PTA related issues.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-01 |
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