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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-11-21 |
Branch Locations
4775 E. 91St Street South Suite 200, Tulsa, OK 74137 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Tulsa | OK | 05/2016 | 03/2017 |
| The Prudential Insurance Company Of America | Tulsa | OK | 06/2016 | 03/2017 |
| Hometown Insurance Agency | Tulsa | OK | 05/2017 | 11/2018 |
| Sgc Foodservice | Springfield | MO | 04/2017 | Present |
| World Financial Group, Inc. | Johns Creek | GA | 04/2017 | Present |
| Transamerica Financial Advisors | Philadelphia | PA | 07/2017 | 10/2021 |
| Centerpoint Strategic Partners | Tahlequah | OK | 03/2024 | Present |
| Financial Builders Llc | Tulsa | OK | 10/2025 | Present |
| Osaic Wealth Inc | Tulsa | OK | 11/2025 | Present |
1. SGC Food Service/No/2415 W Battlefield Road, Springfield, MO 65807/Food service distribution of groceries, paper goods, etc. to local restaurants/District Sales Representative/04.2017/120/100/prospect restaurants to earn their food-service business. 2. World Financial Group/Yes/11315 Johns Creek Pkwy, Johns Creek, GA 30097/Insurance/Marketing Director/Agent/05.2017/1/0/Write Insurance policies 3. Wealthwave/Yes/3030 Royal Blvd. S Suite 200, Alpharetta, GA 30005/Financial Services Marketing & Education/Financial Educator/Financial Professional/05.2017/1/0/promote financial literacy and market financial services 4. Centerpoint Strategic Partners/Yes/429 S Muskogee Ave, Tahlequah, OK 74464/Real Estate & Consulting/President/President/3.2024/1/0/Find properties, rehab, sell or rent, and business consulting 5. Financial Builders LLC/Yes/4775 East 91st Street South, Suite 200, Tulsa, OK 74137/Financial Planning/Registered Assistant/Employee/10.2025/60/60/Financial planning assistant 6. SGC FOODSERVICE POSITION: District Sales Representative NATURE: I don't know. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 04/17/2017 ADDRESS: 2415 W Battlefield Road, Springfield OK 65807, United States DESCRIPTION: prospect restaurants to earn their food-service business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-18 |
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