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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 2024-07-15
TX RA APPROVED 2024-07-15
  • OK RA
    APPROVED
    Since 2024-07-15
  • TX RA
    APPROVED
    Since 2024-07-15

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
Precision Auto Body Oklahoma City OK 05/2013 02/2018
Ias Austin TX 02/2018 12/2021
Arvest Wealth Management Oklahoma City OK 01/2022 07/2022
Arvest Wealth Management Del City OK 07/2022 10/2023
Arvest Wealth Management Oklahoma City OK 10/2023 05/2024
Osaic Wealth, Inc. Edmond OK 07/2024 Present
Previous Registrations
  • 2022-05-03 → 2024-05-07
    Oklahoma City, OK
    Oklahoma City, OK
    Midwest City, OK
    Del City, OK
    Shawnee, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Shawnee, OK
    Tulsa, OK
Other Businesses

GREATER OKLAHOMA PICKLEBALL ASSOCIATION POSITION: Vice President NATURE: This business is structured as a 5013(c), non-profit. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 1500 E Danforth Rd, Edmond OK 73034, United States DESCRIPTION: The Vice President supports the President and board in carrying out the mission of GOPB, with a specific focus on planning, organizing, and improving competitive pickleball events. This role helps keep board initiatives moving forward, coordinates event-related decisions, and ensures the organization maintains a strong presence in the Oklahoma City and Edmond pickleball community. Core Responsibilities 1. Support the President and Board LeadershipAssist the President with organizational planning, board communication, follow-up items, and decision-making. Step in to lead meetings or represent the organization when the President is unavailable. 2. Lead Competitive Event PlanningHelp organize and oversee competitive pickleball events, including tournaments, leagues, ladders, round robins, and charity-based competitions. Focus on events that are easy to execute but still engaging for players. 3. Coordinate Event LogisticsWork with venues, sponsors, volunteers, players, and board members to make sure events are organized, scheduled, promoted, and executed properly. 4. Improve Player ExperienceHelp create events that are competitive, well-structured, and enjoyable. This may include brackets, divisions, skill-level organization, prize ideas, rules, check-in flow, and communication before and after events. 5. Support Fundraising and Sponsorship EffortsAssist with identifying local sponsors, community partners, and fundraising opportunities that align with GOPB's charitable mission. 6. Help Grow Community EngagementRepresent GOPB in the local pickleball community by building relationships with players, facilities, clubs, sponsors, and other charitable or sports-focused organizations. 7. Maintain Accountability on Board GoalsHelp track progress on board initiatives, especially event-related goals, and make sure action items are followed through.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-03
  • S66 Uniform Combined State Law Examination
    2022-05-03

View on SEC IAPD

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