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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2013 | 02/2025 |
| Penn Mutual Life Ins Co | Horsham | PA | 03/2013 | 02/2025 |
| Timothy Baptist Church | Muskogee | OK | 05/2007 | Present |
| Osaic Wealth, Inc. | Tahleqauh | OK | 02/2025 | Present |
1. DOTSON SNYDER FINANCIAL POSITION: Financial Professional NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2013 ADDRESS: 216 N Muskogee Ave, Tahlequah OK 74464, United States DESCRIPTION: insurance sales and service for various carriers. DBA name for financial services business. 2. TIMOTHY BAPTIST CHURCH POSITION: Family Pastor NATURE: non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 05/21/2017 ADDRESS: 5530 W Okmulgee Ave, Muskogee OK 74401, United States DESCRIPTION: Ministry, coordinate events for the church
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-08 |
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