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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Edmond | OK | 09/1996 | 09/2025 |
| Avantax Advisory Services | Edmond | OK | 07/1997 | 09/2025 |
| Michael A Stevenson Cpa | Edmond | OK | 06/1995 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Edmond | OK | 10/1997 | 09/2025 |
| Cetera Wealth Services, Llc | Edmond | OK | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) GREEN HILL OIL & GAS LLC POSITION: Partner/General Partner NATURE: Oil/Gas Exploration INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 2405 S Bryant Ave, Suite 200, EDMOND OK 73013, United States DESCRIPTION: Reconcile books and end of month and prepare annual tax return. 2) MICHAEL A STEVENSON CPA POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/15/1995 ADDRESS: 2405 S. Bryant Ave, Suite 200, Edmond OK 73013, United States DESCRIPTION: Tax preparation and accounting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-23 |
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