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Scotty V Dean

Dean Davis Wealth LLC

Edmond, OK

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Current Employers
Dean Davis Wealth Llc

Edmond, OK • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APP_PEND_IARCE 2026-07-01
TX RA APPROVED 2026-07-01
  • OK RA
    APP_PEND_IARCE
    Since 2026-07-01
  • TX RA
    APPROVED
    Since 2026-07-01

Branch Locations

Edmond, OK • 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
T.S. Phillips Investments, Inc. Oklahoma City OK 02/2016 10/2019
Lpl Fiancial Llc Edmond OK 10/2019 07/2026
Phillips Capital Advisors, Inc. Edmond OK 02/2016 10/2019
Dean Davis Wealth Llc Edmond OK 01/2026 Present
Dean Davis Wealth Llc Edmond OK 07/2026 Present
  • 02/2016 → 10/2019
    T.S. Phillips Investments, Inc.
    Oklahoma City, OK
  • 10/2019 → 07/2026
    Lpl Fiancial Llc
    Edmond, OK
  • 02/2016 → 10/2019
    Phillips Capital Advisors, Inc.
    Edmond, OK
  • 01/2026 → Present
    Edmond, OK
  • 07/2026 → Present
    Edmond, OK
Previous Registrations
  • 2019-10-31 → 2026-07-14
    Edmond, OK
    Edmond, OK
    Fort Mill, SC
    Guthrie, OK
    El Reno, OK
    Yukon, OK
    Stillwater, OK
    Jones, OK
    Yukon, OK
    Edmond, OK
    Choctaw, OK
    Harrah, OK
    Mustang, OK
    Edmond, OK
    El Reno, OK
    Union City, OK
    Oklahoma City, OK
    Edmond, OK
    Edmond, OK
  • 2016-02-16 → 2019-11-01
    Phillips Capital Advisors, Inc.
    Oklahoma City, OK
    Edmond, OK
    Yukon, OK
  • 2014-03-28 → 2016-02-17
    Mustang, OK
  • 2012-10-05 → 2014-01-08
    Oklahoma City, OK
    Plano, TX
  • 2011-05-26 → 2012-09-06
    Oklahoma City, OK
    Broken Arrow, OK
    Edmond, OK
    Edmond, OK
  • 2010-05-14 → 2011-02-09
    Oklahoma City, OK
    Oklahoma City, OK
    Oklahoma City, OK
  • 2007-03-15 → 2010-02-22
    Oklahoma City, OK
    Edmond, OK
  • 2004-05-24 → 2005-07-27
    Oklahoma City, OK
Other Businesses

1) Independent Insurance Agent - Inv. Related - Edmond, OK - Insurance sales and service - Agent - 11/2001 - 10 Hours Per Month/ all During Trading 2) CDSD Group, LLC - Inv. Related - Oklahoma City & Edmond, OK - Real Estate Rental - Owner - 09/01/2023 - 2 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-13
S63 Uniform Securities Agent State Law Examination 2002-08-13
  • S65 Uniform Investment Adviser Law Examination
    2004-02-13
  • S63 Uniform Securities Agent State Law Examination
    2002-08-13
Other Names
  • Scotty Vaden Dean
  • Scott Vaden Dean
  • Scotty Vaden Dean

View on SEC IAPD

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