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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-11-08
  • OK RA
    APPROVED
    Since 2024-11-08

Branch Locations

3766 N Highway 81, Duncan, OK 73533 • 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. 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
  • 02/2023 → 05/2023
    Securities America, Inc.
    Duncan, OK
  • 05/2023 → 06/2024
    Securities America, Inc.
    Duncan, OK
  • 05/2013 → 05/2019
    Empire High School
    Duncan, OK
  • 08/2017 → 12/2022
    Cameron University
    Lawton, OK
  • 05/2017 → 02/2023
    Cwm Cattle Llc
    Ratlif City, OK
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Duncan, OK
  • 11/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2023-07-18 → 2024-11-08
    Arbor Point Advisors
    Duncan, OK
Other Businesses

***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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-13
  • S66 Uniform Combined State Law Examination
    2023-07-13
Other Names
  • Kevin P Womack

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