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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-03-12 |
| TX | RA | APPROVED_RES | 2025-03-03 |
Branch Locations
7134 S Yale Avenue Suite 430, Tulsa, OK 74136 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pmes | Tulsa | OK | 01/1987 | Present |
| Osaic Wealth | Tulsa | OK | 03/2025 | Present |
| Hornor Townsend And Kent Llc | Tulsa | OK | 01/1999 | 03/2025 |
1. WESTERN SUN FEDERAL CREDIT UNION POSITION: Board of Directors NATURE: credit union - not-for-profit INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/12/2021 ADDRESS: 4620 W Kenosha, Broken Arrow OK 74012, United States DESCRIPTION: Board of Directors, monthly meetings to discuss and review status of member loans and delinquencies with credit union. 2. AUTHOR POSITION: Author NATURE: Educational Publication INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2003 ADDRESS: 7134 S YALE AVENUE, Suite 430, Tulsa OK 74136, United States DESCRIPTION: book author, various vendors sell the publication. 3. POWER OF ZERO POSITION: Wealth and education adviser NATURE: Power of Zero is a marketing program. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2017 ADDRESS: 4200 E. Skelly Drive, Suite 550, Tulsa OK 74137, United States DESCRIPTION: free Educational workshops using the Power of Zero material. 4. ACT WEALTH STRATEGIES LLC POSITION: Owner/ Lead Strategist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 30 START DATE: 09/01/2022 ADDRESS: 7134 S YALE AVENUE, Suite 430, Tulsa OK 74136, United States DESCRIPTION: Insurance sales and service for various carriers. Financial services business DBA name. 5. POWER OF ZERO POSITION: Wealth and education adviser NATURE: Power of Zero is a marketing program. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2017 ADDRESS: 7134 S YALE AVENUE, Suite 430, Tulsa OK 74136, United States DESCRIPTION: free Educational workshops using the Power of Zero material.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-28 |
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