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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jack Reese Agency | Tahlequah | OK | 07/1993 | Present |
| 2 Sisters Financial | Tahlequah | OK | 08/1996 | Present |
| Voya Financial Advisors | Tahlequah | OK | 09/2014 | 08/2020 |
| Securities America, Inc. | Tahlequah | OK | 08/2020 | 06/2024 |
| Securities America Advisors | Tahlequah | OK | 08/2020 | 06/2024 |
| Osaic Wealth, Inc. | Tahlequah | OK | 06/2024 | Present |
| Osaic Wealth, Inc. | Tahlequah | OK | 06/2024 | Present |
1. DBA: 2 Sisters Financial 2. INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 06/15/2020 ADDRESS: 110 Spring St, Tahlequah OK 74464, United States DESCRIPTION: Solicit based on client needs. 3. OWNER - GREEN COUNTRY FUNERAL HOME POSITION: Owner NATURE: Green Country Funeral Home INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/1996 ADDRESS: 203 Ron Rice Dr, Tahlequah OK 74464, United States DESCRIPTION: Owner of Funeral Home Operated by husband, I work on pre-arrangements and help out in person with larger events. I do not handle the finances for the business, this is handled by my husband. 4. NORTHEASTERN HEALTH SYSTEM FOUNDATION - MEMBER POSITION: Member NATURE: Northeastern Health System Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 20076 E Taylor Dr, Tahlequah OK 74464, United States DESCRIPTION: Northeastern Health System Foundation is a non for profit that meets quarterly for approx an hour. I am not a board member directly but am a member of the foundation. I assist with planning events (i.e. foundation dinners). 5. PROPERTY OWNERSHIP - D & R TAHLEQUAH LLC POSITION: Owner NATURE: D & R Tahlequah LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2008 ADDRESS: 20076 E Taylor Dr, Tahlequah OK 74464, United States DESCRIPTION: D & R Tahlequah LLC is the LLC which holds separate rental properties. Receive rent and deposit checks. 6. D & R MONUMENT LLC - OWNER POSITION: Owner NATURE: D & R Monument LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: 20076 E Taylor Dr, Tahlequah OK 74464, United States DESCRIPTION: This LLC covers ordering engraving, and placement for the monument for the cemetery. I do not actively contribute but am part owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-15 |
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