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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 | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 07/2021 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 07/2021 | 08/2023 |
| Securian Advisors Of Midamerica Inc | Tulsa | OK | 07/2021 | Present |
| Dust Bowl | Tulsa | OK | 05/2021 | 11/2022 |
| Cypress Environmental | Tulsa | OK | 06/2021 | 10/2021 |
| University Of Tulsa | Tulsa | OK | 08/2019 | 05/2021 |
| Bath & Body Works | Gainesville / Tulsa | OK | 06/2019 | 11/2020 |
| University Of Tulsa | Tulsa | OK | 08/2020 | 09/2022 |
| University Of Florida | Gainesville | FL | 08/2016 | 08/2019 |
| Royal Farms | Glenelg | MD | 06/2015 | 08/2017 |
| Howard County Recreation & Parks | Howard County | MD | 04/2016 | 08/2018 |
| Cetera Wealth Services, Llc | Tulsa | OK | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) SAMA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/19/2021 ADDRESS: 1327 Boyson Road, Hiawatha IA 52233, United States DESCRIPTION: Fixed Insurance sales through general brokerage agency 2) MITCHELL FINANCIAL GROUP, INC POSITION: Partner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 1616 S Main ST, Tulsa OK 74119, United States DESCRIPTION: This is the company I run my payroll through for 1099 income. 3) NAME OF OTHER BUSINESS: GUIDE WEALTH PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 10/2021; 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: THOM BOWEN; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SALES; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SOLICIT HEALTH INSURANCE BUSINESS TO OUR CLIENTS WITH INSZONE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-04 |
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