Stephen A Haney

1) CATALYST BENEFITS GROUP POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2017 ADDRESS: , Tulsa OK , United States DESCRIPTION: Agent/Broker 2) HANEY FINANCIAL SERVICES POSITION: Owner NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: , Tulsa OK , United States DESCRIPTION: Owner 3) ORDAINED MINISTRY SERVICES POSITION: Member NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: , Jenks OK , United States DESCRIPTION: Member 4) SAMA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/25/2019 ADDRESS: , Hiawatha IA , United States DESCRIPTION: Agent/Broker 5) INFINITELYALLISONLLC POSITION: None NATURE: It's my wife's I was told to share it anyway. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2022 ADDRESS: 7625 S Quebec Pl, Tulsa OK 74136, United States DESCRIPTION: My wife opened an LLC for a condo purchased for my step-son 6) NAME OF OTHER BUSINESS: GUIDE WEALTH PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: VETRUVIAN MASONIC LODGE JR DEACON; INVESTMENT RELATED: NO; ADDRESS: 117 WEST COMMERCAIL ST, BROKEN ARROW, OK 74012; NATURE OF BUSINESS: MASONIC LODGE; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: JR DEACON; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP WITH OPENING AND CLOSING THE LODGE MEETING; 8. NAME OF OTHER BUSINESS: MID TOWN MONEY MAKERS, BNI ; INVESTMENT RELATED: NO ADDRESS: 1115 S. LEWIS AVE, TULSA, OK 74014 ; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 10/21/2026 ; POSITION/TITLE/RELATION: MENTOR COORDINATOR ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: ASSIGN NEW MEMBERS TO EXISTING ESTABLISHED MEMBERS FOR MENTO PROG.; 9. NAME OF OTHER BUSINESS: CENTRAL OKLAHOMA HOME BUILDERS ASSOCIATION ; INVESTMENT RELATED: NO ADDRESS:420 E BRITTON RD OKLAHOMA CITY, OK 73114; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 10/01/2025 ; POSITION/TITLE/RELATIONSHIP: COMMITTEE PARTICIPANT ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: ATTN MONTHLY MEETINGS TO PLAN MNTHLY GENERAL MEETING; 10. NAME OF OTHER BUSINESS: OKLAHOMA HOME BUILDERS ASSOCIATION BUILDING SIUMMITT COMMITTEE ; INVESTMENT RELATED: NO ADDRESS: 3520 N LINCOLN BLVD, OKLAHOMA CITY, OK 73105 ; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 4/01/2026 ; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: ADVISOR TO THE ORGANIZATION MEP PLAN AT THE STATE LVL; 11. NAME OF OTHER BUSINESS: OKLAHOMA DENTAL ASSOCIATION ; INVESTMENT RELATED: NO ADDRESS: 317 NE 13TH ST OKLAHOMA CITY, OK 73014 ; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 8/01/2026 ; POSITION/TITLE/RELATIONSHIP: OKMOM-COMMITTEE MEMBER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: ATTN COMMITTE MONTHLY MEETING, ONCE A YEAR HELP ORGANIZE OTHER VOLUNTEERS ;