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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Duncan | OK | 02/2023 | 05/2023 |
| Securities America, Inc. | Duncan | OK | 05/2023 | 06/2024 |
| Empire High School | Duncan | OK | 05/2013 | 05/2019 |
| Cameron University | Lawton | OK | 08/2017 | 12/2022 |
| Cwm Cattle Llc | Ratlif City | OK | 05/2017 | 02/2023 |
| Osaic Wealth, Inc. | Duncan | OK | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
***VULCAN PCS LLC. POSITION: Cable Technician NATURE: Vulcan pcs is a business my brother started. He needs help from time to time so I help him when he needs it as contract labor. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 1517 N 13th St., Duncan OK 73533 DESCRIPTION: When he needs my help and I don't have obligations to my full-time job I go and help him. I am responsible for running cable through houses and then terminating the ends of said cable. I also help James with installing software and maintaining the software. ***WOMACK RENTALS LLC. POSITION: Owner NATURE: Womack Rentals LLC. is a Rental property investments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2021 ADDRESS: 179899 N 2820 Rd, Comanche OK 73529 DESCRIPTION: I am the owner of Womack Rentals, I manage the property and maintain it. ***ARMSTRONG FINANCIAL PATNERS POSITION: Assistant Wealth Advisor NATURE: I am an Assistant Wealth Advisor for Robert Armstrong the owner of Armstrong Financial Partners INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/27/2023 ADDRESS: 3766 N Hwy 81, Duncan OK 73533 DESCRIPTION: I am mentoring under Robert Armstrong as I further my career with Armstrong financial Partners to eventual start bring in my own clients within Armstrong financial partners. I currently shadow Robert in meetings, help him prepare for meetings and managing clients' accounts. I also help manage the day-to-day actives such as taking calls helping clients with general request and opening new accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-13 |
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