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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Servpro | Fort Gibson | OK | 05/2016 | 02/2017 |
| Us Army | Fort Campbell | KY | 02/2017 | 05/2021 |
| First Command | Fort Worth | TX | 03/2020 | 05/2021 |
| Securian Advisors Of Midamerica | Tulsa | OK | 05/2023 | Present |
| Securian Financial Services | Saint Paul | MN | 05/2023 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 05/2023 | 08/2023 |
| Servpro | Fort Gibson | OK | 09/2021 | 06/2023 |
| Unemployed | Fort Worth | TX | 06/2021 | 08/2021 |
| Cetera Wealth Services, Llc | Tulsa | OK | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) SECURIAN ADVISORS MID AMERICA, TULSA OK, INVESTMENT REALTED, FIXED INSURANCE AGENT, 05/2023-ongoing; 10 HOURS PER MONTH, 10 TRADE HOURS 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2023; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH; 3) 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: 30, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4) NAME OF OTHER BUSINESS: OPERATION FREEDOM OUTDOORS INVESTMENT RELATED: NO ADDRESS: 3217 E WISE RD., MCALESTER, OK, 74501 NATURE OF BUSINESS: ORGANIZATION THAT HELPS SCHEDULE OUTDOOR ACTIVITIES FOR VETERANS START DATE: 3/1/2025 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: FACILITATE HUNTING AND FISHING TRIPS FOR VETERANS AND FIRST RESPONDERS. VOTE ON MATERS PERTAINING TO THE ORGANIZATION 5) NAME OF OTHER BUSINESS: ROTARY OF CHEROKEE COUNTY INVESTMENT RELATED: NO ADDRESS: PO BOX 1367, TAHLEQUAH, OK, 74465 NATURE OF BUSINESS: ROTARY CLUB START DATE: 1/1/2025 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: LINE UP SPEAKERS FOR THE MEETINGS EACH WEEK. VOTE ON MATERS PERTAINING TO THE CLUB.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-10 |
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