Renda R. Reese-Davis

Current Employers

Employment History

• 08/2011 → Present
  2 Sisters Financial
  Tahlequah, OK
• 09/2014 → 08/2020
  Voya Financial Advisors
  Tahlequah, OK
• 08/2020 → 06/2024
  Securities America, Inc.
  Tahlequah, OK
• 08/2020 → 06/2024
  Securities America Advisors
  Tahlequah, OK
• 06/2024 → Present
  Osaic Wealth, Inc.
  Tahlequah, OK

Previous Registrations

• 2020-09-02 → 2024-06-14
  Securities America Advisors, Inc.
  Tahlequah, OK
• 2018-09-25 → 2020-09-08
  Voya Financial Advisors, Inc.
  Overland Park, KS
  Tahlequah, OK
  Lake St. Louis, MO
  Cookeville, TN

Other Businesses

1. DBA: 2 Sisters Financial 2. 710 RUSSEL AVE - RENTAL PROPERTY POSITION: Owner NATURE: Rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/09/2020 ADDRESS: 710 Russel Ave, Tahlequah OK 74464 DESCRIPTION: Own property and collect rent, general maintenance, etc. 3. INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/09/2020 ADDRESS: 110 Spring St., Tahlequah OK 74464 DESCRIPTION: Solicit based on client needs. 4. REESE DAVIS INVESTMENTS POSITION: President NATURE: Reese Davis Investments is the name of my Sub-Chapter S corporation. This is for tax purposes only. I use it to lower my taxes, and use my self employment taxes to maximize and be more efficient, with my tax planning. I pay my taxes every month instead of once a year. By having a Sub-Chapter S for tax purposes, in regards to by business, it makes it easier to plan for what each month's tax bill will be. No business, is generated through my Sub-Chapter S, it is for Tax Purposes only. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/23/2014 ADDRESS: PO Box 493, 110 Spring Street, Tahlequah OK 74465 DESCRIPTION: This is a Sub-Chapter S for my Investment business only. I was getting hammered as a Sole Proprietor tax wise. My CPA suggested that I do a Sub-Chapter S on my investment business. I pay my taxes, and my payroll taxes every month. My CPA has them, the IRS, draft out of my Reese Davis Investments Checking account to pay the taxes every month, that is why I had to set the account up. No outside business is done here. 5. 3 D DAVIS FARMS POSITION: none NATURE: The checking account that has 3-D Davis Farms, was an old checking account that my husband, and 2 sons set up. They were buying cows, and wanted a separate checking account to keep track of their business. I was not on that account, but we never closed it. My house burned to the ground, on 2-20-20!! We began re-building it 3 months later. They said we needed a separate checking account for the construction, so we did not co-mingle the money. We used Banc First for our Construction Loan. I asked, can we not just re-name the account we already have set up, they said yes, we just need to re-name it, and add you onto the signature card. The construction of the house is the reason we named the checking account, Construction Account, the 3-D Davis Farms should have been removed. That business, had been liquidated and sold 7-8 years ago. The business, was a loose partnership between a father and 2 sons, and 10 cows that were purchased over 7 years ago. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: PO Box 493, 110 Spring Street, Tahlequah OK 74465 DESCRIPTION: This was a loose partnership to purchase 10 cows over a 1 year time period. It was between my husband and 2 sons. The business does not exist anymore. 6. OKLAHOMA LAW ENFORCEMENT RETIREMENT SYSTEM POSITION: Board Member NATURE: I have been appointed to be a board member for Oklahoma Law Enforcement Retirement System. I was on the board before as a Governor Appointee for 21 years. I was replaced when Governor Stitt took office. They have asked me to replace the Senate Appointee, since he resigned for health issues. They have asked me to complete his term, since I was already versed in how the system ran. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/18/2024 ADDRESS: 421 NW 13 TH STREET STE100, OKLAHOMA CITY OK 73103 DESCRIPTION: I vote on policies and procedures that come before the board. 7. TAHLEQUAH STOCKYARDS POSITION: SECRETARY NATURE: CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 200 HIGHWAY 82 SOUTH, TAHLEQUAH OK 74464, United States DESCRIPTION: TAKE PAYROLL AND TAX DOCUMENTS TO THE CPA EVERY WEEK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-17
• S63 Uniform Securities Agent State Law Examination
  1991-09-20

Other Names

• Renda Reese Davis
• Renda Ranae Davis
• Renda Reese Davis