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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance | St. Paul | MN | 08/1990 | 08/2023 |
| Securian Financial Services, Inc. | Tulsa | OK | 02/1991 | 08/2023 |
| Securian Advisors Of Iowa | Tulsa | KS | 04/2003 | Present |
| Bowen Financial Group, Llc | Tulsa | OK | 08/2005 | Present |
| Cetera Wealth Services, Llc | Tulsa | OK | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) BOWEN FINANCIAL GROUP LLC POSITION: Owner NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2004 ADDRESS: , Tulsa OK , United States DESCRIPTION: Owner 2) CATALYST BENEFITS GROUP LLC POSITION: Independent Contractor NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2004 ADDRESS: , Tulsa OK , United States DESCRIPTION: Independent Contractor 3) SAMA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/25/2019 ADDRESS: , Hiawatha IA , United States DESCRIPTION: Agent/Broker 4) BH CANTON, LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/14/2020 ADDRESS: 2225 e 34 st, tulsa OK 74105, United States DESCRIPTION: It is a real estate holding company that will rent to commercial office tenants. 5) NAME OF OTHER BUSINESS: TIN CUP PARTNERS LLC; INVESTMENT RELATED: NO; ADDRESS: 562 TELEMART CT WINTER PARK, CO 80482; NATURE OF BUSINESS: REAL ESTATE; START DATE: 09/2021; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE INVESTMENT; 6) 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: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 4/2024; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 8. NAME OF OTHER BUSINESS: SCOUT BENEFITS GROUP; INVESTMENT RELATED: NO; ADDRESS: 103 DEAN A. MCGEE AVE, SUITE 500, OKLAHOMA CITY, OK 73102; NATURE OF BUSINESS: EMPLOYEE BENEFITS; START DATE: 4/2024; POSITION/TITLE/RELATIONSHIP: REFERRER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: EMPLOYEE BENEFITS CONSULTING PRIMARILY HEALTH INSURANCE(ALONG WITH DENTAL, GROUP LIFE, ETC); 9. NAME OF OTHER BUSINESS: BIG BROTHERS AND SISTERS; INVESTMENT RELATED: NO; ADDRESS: 1306 S DENVER, TULSA, OK, 74119; NATURE OF BUSINESS: BOARD; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: CONSULT AND LIMITED OVERSIGHT OF THE BIG BROTHERS ORGANIZATION; 10. NAME OF OTHER BUSINESS: JBO624; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 12/2018; POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: 0.05; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SIGN DOCUMENTS WHEN NEEDED;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-26 |
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