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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 |
Branch Locations
918 Sw 107Th St Ste 100, Oklahoma City, OK 73170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
***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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-16 |
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