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3030 Nw Expressway Suite 700, Oklahoma City, OK 73112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
3030 Nw Expressway Suite 700, Oklahoma City, OK 73112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 04/2016 | 01/2026 |
| Hornor Townsend & Kent, Llc | Horsham | PA | 12/2018 | 01/2026 |
| L&S Private Wealth, Llc | Oklahoma City | OK | 01/2026 | Present |
LEGACY & SUCCESSION OKLAHOMA CITY, OK PRESIDENT CONSULTING WITH BUSINESS OWNERS SINCE 05/2022 NOT INVESTMENT RELATED ABSOLUTE BOVINE GENETICS, LLC PERKINS, OK OWNER BEEF CATTLE PRODUCTION SINCE 01/2010 NOT INVESTMENT RELATED NOSIDAM, LLC UMBRELLA ENTITY/HOLDING COMPANY PRESIDENT SINCE 12/2019 NOT INVESTMENT RELATED LIONS STREET FIRM OWNER AND INSURANCE AGENT LIFE INSURANCE BUYERS' GROUP SINCE 05/2021 NOT INVESTMENT REALTED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-12 |
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