Best Investors Account Sign in
Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-06-14
  • OK RA
    APPROVED
    Since 2024-06-14

Branch Locations

918 Sw 107Th St Ste 100, Oklahoma City, OK 73170 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Oklahoma City OK 06/2017 08/2019
Securities America, Inc. Oklahoma City OK 08/2019 06/2024
Oklahoma Christian University Edmond OK 05/2014 05/2017
Securities America Advisors Oklahoma City OK 04/2024 06/2024
Osaic Wealth, Inc. Oklahoma City OK 06/2024 Present
Osaic Wealth, Inc. Oklahoma City OK 06/2024 Present
  • 06/2017 → 08/2019
    Securities America, Inc.
    Oklahoma City, OK
  • 08/2019 → 06/2024
    Securities America, Inc.
    Oklahoma City, OK
  • 05/2014 → 05/2017
    Oklahoma Christian University
    Edmond, OK
  • 04/2024 → 06/2024
    Securities America Advisors
    Oklahoma City, OK
  • 06/2024 → Present
    Oklahoma City, OK
  • 06/2024 → Present
    Oklahoma City, OK
Previous Registrations
  • 2024-04-11 → 2024-06-14
    Securities America Advisors, Inc.
    Oklahoma City, OK
Other Businesses

***CAMP LU-JO KISMIF POSITION: Board Member NATURE: I am on the Board of Directors for Camp Lu-Jo KISMIF, a small church camp located in south western Oklahoma. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2016 ADDRESS: 178498 N 2520 Rd, Faxon OK 73540 DESCRIPTION: My job on the board is fundraising, maintenance, marketing. ***CITY OF TUTTLE POSITION: City Council Member NATURE: City Council INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2018 ADDRESS: 221 W Main St, Tuttle OK 73089 DESCRIPTION: Oversee city activities, purchases, and general direction of the city. Performance reviews for the city manager. Make decisions on ordinances and conduct monthly council meetings. ***77 HOUSING POSITION: Owner NATURE: Housing and rental properties INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2019 ADDRESS: 1610 County Rd 1240, Tuttle OK 73089 DESCRIPTION: I purchase residential properties, update them, and turn them into rentals. ***AUSTIN HUGHES INSURANCE AGENT POSITION: Insurance Agent NATURE: Independent insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 12/18/2017 ADDRESS: 918 SW 107th STE 100, Oklahoma City OK 73170 DESCRIPTION: I sell group health, dental, vision, and life insurance policies. ***DBA - Bulmer Financial Group ***NOTARY PUBLIC POSITION: Notary NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: 903 Pecan Street, Tuttle OK 73089 DESCRIPTION: I occasionally provide notary services when needed. Never for a fee.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-10
S63 Uniform Securities Agent State Law Examination 2020-07-16
  • S65 Uniform Investment Adviser Law Examination
    2024-04-10
  • S63 Uniform Securities Agent State Law Examination
    2020-07-16

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Oklahoma City, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor