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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
2121 South Columbia Avenue Ste 240, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Tulsa | OK | 11/1992 | 09/2025 |
| Avantax Advisory Services | Tulsa | OK | 01/2000 | 09/2025 |
| Avantax Insurance Agency, Llc | Tulsa | OK | 07/2004 | 09/2025 |
| Cetera Wealth Services, Llc | Tulsa | OK | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Kirby L. Croisant, CPA~'NIR'~2121 S Columbia Ave, Suite 610~Tulsa~OK~74114~Tax Preparation/Accounting~Tax Preparation/Accounting~2/1/1996~150hrs~120hrs~Tax preparation and consulting|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-09 |
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