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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-07-30 |
| TX | RA | APPROVED | 2024-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Inc. | Horsham | PA | 10/1999 | 07/2024 |
| Osaic Wealth | Tulsa | OK | 07/2024 | Present |
1) RENTAL CONDOS | INVESTMENT RELATED: NO | DBA NAME: H&N PROPERTIES, INC. | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 4200 EAST SKELLY DRIVE, STE 550, TULSA, OK 74135 | START DATE: 06/2005 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: MANAGE PROPERTY. 2) UNBRIDLED FINANCE LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/29/2024 ADDRESS: 12 N Cheyenne Ave, #222, Tulsa OK 74103, United States DESCRIPTION: insurance sales and service for various carriers 3) H&N PROPERTIES INC. POSITION: Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 2300 Riverside Drive, Unit 11H, Tulsa OK 77114, United States DESCRIPTION: Rental Property, Property is managed by a property management company. 4) SOUTH TULSA BAPTIST CHURCH POSITION: Committee member NATURE: It is a non profit. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 10310 S Sheridan, Tulsa OK 74133, United States DESCRIPTION: I would be a part of a 5 person committee that would be responsible for promoting and educating the church membership concerning the Legacy Fund. The committee will also determine the best use of funds distributed from the Legacy Fund.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-27 |
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