Best Investors Account Sign in
Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-02-13
KS RA APPROVED 2025-02-11
TX RA APPROVED 2025-02-11
  • OK RA
    APPROVED
    Since 2025-02-13
  • KS RA
    APPROVED
    Since 2025-02-11
  • TX RA
    APPROVED
    Since 2025-02-11

Branch Locations

Owasso, OK • United States

8111 East 32Nd Street North Suite 106, Wichita, KS 67226 • 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
Hornor Townsend & Kent Inc Horsham PA 08/2010 02/2025
Penn Mutual Life Ins Co Horsham PA 08/2010 02/2025
Osaic Wealth, Inc. Wichita KS 02/2025 Present
  • 08/2010 → 02/2025
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 08/2010 → 02/2025
    Penn Mutual Life Ins Co
    Horsham, PA
  • 02/2025 → Present
    Wichita, KS
Previous Registrations
Other Businesses

1. NOTARY POSITION: notary NATURE: notary for documents when needed INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2023 ADDRESS: Wichita KS 67226 DESCRIPTION: notary 2. ADVANCED RETIREMENT SOLUTIONS POSITION: Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2010 ADDRESS: Wichita KS 67226 DESCRIPTION: Corporation for banking/tax purposes for fixed life, health and property/casualty insurance, long term care. Revenue, operating expenses and employee expenses are assigned to this corporation. 3. NOXNUMIS LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/01/2021 ADDRESS: Wichita KS 67226 DESCRIPTION: Financial and retirement planning services. Sales and service of various life insurance products, Medicare insurance, and long-term care. DBA for financial services. 4. ADVANCED ADVISORY SOLUTIONS INC POSITION: Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 02/28/2019 ADDRESS: Wichita KS 67226 DESCRIPTION: Corporation for banking/tax purposes for securities business. Revenue, operating expenses and employee expenses are assigned to this corporation. 5. ADVANCED MEDICARE SOLUTIONS POSITION: Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/05/2021 ADDRESS: Wichita KS 67226 DESCRIPTION: Corporation for banking/tax purposes for fixed insurance business. Revenue, operating expenses and employee expenses are assigned to this corporation. 6. NOXNUMIS LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/29/2021 ADDRESS: Wichita KS 67226 DESCRIPTION: This LLC collects licensing fees from the following entities in exchange for the use of the DBA - NoxNumis. Advanced Retirement Solutions Inc, Advanced Advisory Solutions Inc and Advanced Medicare Solutions Inc. 7. MEDICARE CAMPUS POSITION: Partner NATURE: marketing DBA for the sale of Medicare related insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/15/2023 ADDRESS: Wichita KS 67226 DESCRIPTION: provide Medicare and Social Security Education 8. RETIREMENT CAMPUS POSITION: Partner NATURE: Marketing DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2024 ADDRESS: Wichita KS 67226 DESCRIPTION: Provide general education on retirement related products. 9. M&R OF KS POSITION: owner NATURE: business bank account, no longer a registered corp with state of KS INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2008 ADDRESS: 8111 E 32nd St N STE 106, Wichita KS 67226 DESCRIPTION: old block of insurance products that I collect renewals for 10. RSA INSURANCE POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 64 START DATE: 07/01/2026 ADDRESS: 8111 E 32nd St N STE 106, Wichita KS 67226 DESCRIPTION: Pass-through entity for business expenses and taxation. Securities and insurance revenue. 11. RSA HOLDING COMPANY INC. POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2026 ADDRESS: 4209 South Nogal Avenue, Broken Arrow OK 74011-1000 DESCRIPTION: This is the holding company of RSA Insurance and RSA Advisory. No other activity 12. RSA ADVISORS, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 70 START DATE: 08/01/2026 ADDRESS: 8111 E 32nd St N STE 106, Wichita KS 67226 DESCRIPTION: Pass-through entity for business expenses and taxation. From securities and variable products revenue

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-26
  • S66 Uniform Combined State Law Examination
    2010-08-26

View on SEC IAPD

More in Owasso, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor