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565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-03-25 |
| TX | RA | APPROVED | 2025-03-25 |
Branch Locations
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2019 | 07/2022 |
| Paccar Winch | Broken Arrow | OK | 05/2017 | 11/2019 |
| Twg | Jenks | OK | 03/2012 | 05/2017 |
| Ameriprise Financial Services, Llc | Tulsa | OK | 07/2022 | 04/2024 |
| Summit Financial Group | Tulsa | OK | 05/2024 | 02/2025 |
| Cetera Advisor Networks | El Segundo | CA | 05/2024 | 02/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2024 | 02/2025 |
| Alliant Retirement Services, Llc | Sapulpa | OK | 03/2025 | Present |
| Osaic Wealth, Inc. | Austin | TX | 06/2025 | Present |
Alliant Retirement Services, LLC and Alliant Insurance: Alliant is the parent company of Alliant Retirement Services and all human resources, IT, and other general services are completed through Alliant, as well as cross sell initiatives for insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-19 |
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