David Deane Powell

Current Employers

Employment History

• 08/2012 → Present
  Dba David Powell & Associates
  Bethany, OK
• 11/2015 → Present
  Osaic Wealth, Inc.
  Del City, OK

Previous Registrations

• 2012-07-05 → 2016-08-18
  First Independent Advisory Services, Inc.
  Bethany, OK
  Tulsa, OK
• 2007-01-18 → 2012-07-03
  Cetera Investment Services Llc
  Oklahoma City, OK
  Oklahoma City, OK
  Norman, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Warr Acres, OK
  El Reno, OK
  Mustang, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Yukon, OK
  Yukon, OK
  Yukon, OK
• 2003-02-21 → 2007-01-12
  Arvest Wealth Management
  Oklahoma City, OK
  Oklahoma City, OK

Other Businesses

1) JAMES AND EDITH POWELL FAMILY LLC POSITION: MANAGING MEMBER NATURE: LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 7801 N. W. 38, BETHANY OK 73008 DESCRIPTION: ISSUE AND DISTRIBUTE ROYALTY CHECKS TO FAMILY MEMBERS OF THE LLC. 2) HEARTLAND T'S OF OKC POSITION: PRESIDENT NATURE: CORPORATION INVESTMENT RELATED: NO NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 7801 N. W. 38, BETHANY OK 73008 DESCRIPTION: CONDUCT MEETING AND OVERSEE SOCIAL ACTIVITIES IN THE PROMOTION OF MODEL T FORDS 3) NOTARY PUBLIC POSITION: NOTARY PUBLIC NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 07/22/2012 ADDRESS: 3101 TINKER DIAGONAL, DEL CITY OK 73115, UNITED STATES DESCRIPTION: NOTARY PUBLIC 4) CORNERSTONE UNITED METHODIST CHURCH POSITION: Chair of Trustees NATURE: Non Profit.... Church INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2008 ADDRESS: 2604 N. May Ave, Oklahoma City OK 73107, United States DESCRIPTION: Chairman of the Finance Committee. 5) JAMES R. POWELL AND STACEY L. POWELL TRUST POSITION: Trustee NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2025 ADDRESS: 7801 N. W. 38th St., Bethany OK 73008, United States DESCRIPTION: I will be the Trustee of a Trust that was established by my Parents for the Benefit of my Brother. Income to the Trust that I will Manage includes Royalty income and Inheritance proceeds.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-28
• S63 Uniform Securities Agent State Law Examination
  1992-11-16

Other Names

• Dave Powell