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Renita Marie Dick

Osaic Wealth, Inc.

Tahlequah, OK

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-06-14
TX RA APPROVED 2024-06-14
  • OK RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED
    Since 2024-06-14

Branch Locations

110 Spring Street, Tahlequah, OK 74464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/1993 → Present
    Jack Reese Agency
    Tahlequah, OK
  • 08/1996 → 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
    Tahlequah, OK
  • 06/2024 → Present
    Tahlequah, OK
Previous Registrations
  • 2020-09-02 → 2024-06-14
    Securities America Advisors, Inc.
    Tahlequah, OK
  • 2016-06-23 → 2020-09-08
    Overland Park, KS
    Tahlequah, OK
    Tahlequah, OK
    Lake St. Louis, MO
    Cookeville, TN
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-20
S63 Uniform Securities Agent State Law Examination 1994-09-15
  • S65 Uniform Investment Adviser Law Examination
    2016-06-20
  • S63 Uniform Securities Agent State Law Examination
    1994-09-15
Other Names
  • Renita Dick
  • Renita Maries Reese

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