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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Holmes Org | Tulsa | OK | 07/2006 | Present |
| Securities America Inc | Tulsa | OK | 09/2015 | 03/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2019 | 12/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2019 | 12/2022 |
| Securities America, Inc. | Tulsa | OK | 12/2022 | 06/2024 |
| Securities America Advisors | Tulsa | OK | 12/2022 | 06/2024 |
| Osaic Wealth, Inc. | Tulsa | OK | 06/2024 | Present |
| Osaic Wealth, Inc. | Tulsa | OK | 06/2024 | Present |
SAA POSITION: Rep. NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/15/2022 ADDRESS: 12325 Port Grace Blvd., La-Vista NE 68128 DESCRIPTION: SAA Advisory is a service that I offer to my clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-23 |
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