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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2026-05-06 |
Branch Locations
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Edmond | OK | 02/2022 | 06/2024 |
| Arledge & Associates, P.C. | Edmond | OK | 08/2020 | 11/2021 |
| Grant Thornton Llp | Oklahoma City | OK | 10/2019 | 08/2020 |
| Oklahoma Christian University | Oklahoma City | OK | 08/2014 | 12/2018 |
| Oklahoma Attorney'S Mutual Insurance Company | Edmond | OK | 12/2018 | 10/2019 |
| Osaic Wealth, Inc. | Edmond | OK | 06/2024 | 07/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2025 | 05/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2025 | 05/2026 |
| Lpl Financial Llc | Poteau | OK | 05/2026 | Present |
| Verus Capital Partners | Edmond | OK | 05/2026 | Present |
1. 04/2026 - Collier Capital LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 100 Hour(s)/Month - 90 Hour(s) During Trading - Edmond OK 73034 - OBA Start Date: 4/27/2026 2. 04/2026 - Verus Capital Partners LLC - Inv Related - Edmond OK 73034 - Investment Advisor Representative - 100 Hour(s)/Month - 90 Hour(s) During Trading - OBA Start Date: 5/4/2026 3. 04/2026 - HomeFront Financial, CPA, PLLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 10 Hour(s)/Month - 0 Hour(s) During Trading - Edmond OK 73034 - OBA Start Date: 09/11/2025 4. 04/2026 - Wells, Wann & Company, CPA, P.C. - Tax Prep/Accounting/CPA - Inv Related - 100 Hour(s)/Month - 80 Hour(s) During Trading - Poteau OK 74953 - OBA Start Date: 02/01/2025 5. 04/2026 - Clayton Collier - Non-Variable Insurance - Inv Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Edmond OK 73034 - OBA Start Date: 07/20/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-28 |
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