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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Stillwater | OK | 03/2023 | 07/2024 |
| World Financial Group, Inc. | Stillwater | OK | 12/2022 | 07/2024 |
| Unity Insurance Partners | Edmond | OK | 09/2021 | 09/2022 |
| Unemployed | Edmond | OK | 03/2021 | 09/2021 |
| Oklahoma State School Boards Association | Oklahoma City | OK | 09/2022 | 12/2022 |
| American Fidelity | Oklahoma City | OK | 04/1991 | 03/2021 |
| Employee Benefit Professionals | Oklahoma City | OK | 11/2022 | 01/2024 |
| Equitable Advisors, Llc | New York | NY | 07/2024 | Present |
1. POA FOR MOTHER. 2. MARCH OF DIMES; 5100 N BROOKLINE AVE, SUITE 850, OKLAHOMA CITY, OK 73112; BOARD MEMBER; START 1/20/2010; APPROX. 3 HOURS/MONTH. 3. BENEFITS@WORK; 4945 ACAM DRIVE, SUITE 2, TUTTLE, OK 73089; AGENT - EMPLOYEE BENEFITS & FIXE INSURANCE ONLY; START 1/30/2024; APPROX. 40 HOURS/MONTH. 4. KACEY SEWELL FAMILY LLC; EDMOND, OK; OWNER; START 7/8/2008; APPROX. 1 HOUR/MONTH. 5. THE CORNERSTONE PLANNING GROUP, LLC; DBA - FINANCIAL PROFESSIONAL; START 7/3/2024; APPROX. 5 HOURS/MONTH. 6. Redmont Trace Homeowners Association; 3870 Redmont Trace, Edmond, OK 73034; Vice President; Start 5/1/2026; Approx 2 hours/month. 7. Executor for Family Member estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-28 |
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