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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED | 2025-03-03 |
Branch Locations
7134 S Yale Avenue Suite 430, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 06/2009 | 03/2025 |
| Penn Mutual Life Ins Co | Horsham | PA | 06/2009 | 03/2025 |
| Osaic Wealth | Tulsa | OK | 03/2025 | Present |
1) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: ACT WEALTH STRATEGIES LLC | POSITION HELD: PARTNER CHIEF INVESTMENT OFFICER, AGENT | ADDRESS: 7134 S. YALE AVE, SUITE 430 TULSA, OK 74136 | START DATE: 02/20/2025 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS( LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE, HEALTH INSURANCE, INDEXED ANNUITIES FINANCIAL PLANNING SERVICES 2) POWER OF ZERO | 7134 S. YALE AVE, SUITE 430 TULSA, OK 74136 | INVESTMENT RELATED MARKETING PROGRAM | START DATE: 08/15/2018 | APPROX 10 HRS PER MONTH 3) ACT WEALTH STRATEGIES POSITION: Chief Investment Officer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/15/2010 ADDRESS: 7134 S YALE AVENUE, SUITE 430, Tulsa OK 74136, United States DESCRIPTION: Sales and Service of life/health/disability insurance for various carriers. 4) POWER OF ZERO POSITION: Wealth Education Advisor NATURE: Power of Zero marketing program INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/15/2018 ADDRESS: 7134 S YALE AVENUE, SUITE 430, Tulsa OK 74136, United States DESCRIPTION: free education workshops using the Power of Zero curriculum.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-16 |
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