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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-13
SC RA APPROVED 2022-01-11
GA RA APPROVED 2017-03-02
OK RA APPROVED 2016-05-17
  • TX RA
    APPROVED_RES
    Since 2024-05-13
  • SC RA
    APPROVED
    Since 2022-01-11
  • GA RA
    APPROVED
    Since 2017-03-02
  • OK RA
    APPROVED
    Since 2016-05-17

Branch Locations

13929 Technology Dr Suite A, Oklahoma City, OK 73134 • 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
Dba Odyssey Financial Group, Llc Oklahoma City OK 07/2013 Present
First Independent Advisory Services, Inc. Tulsa OK 08/2013 12/2016
Dba Focus Financial Services Oklahoma City OK 08/2014 01/2017
Royal Alliance Associates, Inc Oklahoma City OK 11/2015 Present
Royal Alliance Associates, Inc Oklahoma City OK 05/2016 Present
  • 07/2013 → Present
    Dba Odyssey Financial Group, Llc
    Oklahoma City, OK
  • 08/2013 → 12/2016
    First Independent Advisory Services, Inc.
    Tulsa, OK
  • 08/2014 → 01/2017
    Dba Focus Financial Services
    Oklahoma City, OK
  • 11/2015 → Present
    Royal Alliance Associates, Inc
    Oklahoma City, OK
  • 05/2016 → Present
    Royal Alliance Associates, Inc
    Oklahoma City, OK
Previous Registrations
  • 2013-08-06 → 2016-12-09
    First Independent Advisory Services, Inc.
    Oklahoma City, OK
    Tulsa, OK
    Oklahoma City, OK
  • 2007-10-03 → 2013-08-28
    Msi Financial Services, Inc.
    Oklahoma City, OK
  • 2007-04-09 → 2007-09-27
    Oklahoma City, OK
Other Businesses

1) BOJI PROPERTIES, LLC POSITION: Manager NATURE: My IRA owns Boji Properties, LLC for the sole purpose of investing in real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/03/2017 ADDRESS: 8801 Commerce Park Drive, Oklahoma City OK 73132, United States DESCRIPTION: Evaluate real estate properties as an investment for my IRA. Pay normal bills incurred by the property(s) from the LLC checking account to maintain the property. 2) (DBA) ODYSSEY FINANCIAL GROUP LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 07/01/2013 ADDRESS: 8801 Commerce Park Drive, Oklahoma City OK 73132, United States DESCRIPTION: Registered Representative, Investment Advisor Representative, & normal business owner activities. 3) ODYSSEY FINANCIAL GROUP LLC (FOR INSURANCE) POSITION: President/Founder NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 07/01/2013 ADDRESS: 8801 Commerce Park Drive, Oklahoma City OK 73132, United States DESCRIPTION: Insurance agent, registered representative, and investment advisor representative. Business owner activities. 4) SCHMIDT GOLDEN ACRES LLC POSITION: Manager NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/19/2026 ADDRESS: 43 W Rolling Hills Ct, Wichita KS 67212, United States DESCRIPTION: Manage farming business activities for our family farm and answer questions for our farmers. 5) MEMORY LANE, LLC POSITION: Manager NATURE: Partnership LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/19/2026 ADDRESS: 43 W Rolling Hills Ct, Wichita KS 67212, United States DESCRIPTION: Co-manage the accounting for oil & gas royalties for our extended family.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-02
S63 Uniform Securities Agent State Law Examination 2006-06-22
  • S65 Uniform Investment Adviser Law Examination
    2007-02-02
  • S63 Uniform Securities Agent State Law Examination
    2006-06-22
Other Names
  • Michelle Renee Reynolds
  • Michelle Renee Amen
  • Michelle R Coble

View on SEC IAPD

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