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3030 Nw Expressway Suite 700, Oklahoma City, OK 73112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED_RES | 2026-01-21 |
Branch Locations
3030 Nw Expressway Suite 700, Oklahoma City, OK 73112 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2012 | 01/2026 |
| Penn Mutual Life Ins Co | Horsham | PA | 08/2012 | 01/2026 |
| L&S Private Wealth, Llc | Oklahoma City | OK | 01/2026 | Present |
LEGACY & SUCCESSION OKLAHOMA CITY, OK LIFE INSURANCE CONSULTANT/INSURANCE LICENSED SINCE 05/2023 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-29 |
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