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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steven L. Wilson & Assoc. | Tulsa | OK | 09/2007 | 12/2022 |
| Avantax Investment Services, Inc. | Tulsa | OK | 11/2013 | 09/2021 |
| Cramer Properties, Llc | Tulsa | OK | 03/1999 | Present |
| Avantax Advisory Services | Tulsa | OK | 05/2014 | 09/2021 |
| Remarc Realty Llc | Broken Arrow | OK | 12/2019 | Present |
| Avantax Insurance Agency, Llc | Tulsa | OK | 01/2015 | 09/2021 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2021 | 08/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2021 | 08/2024 |
| First Oklahoma Advisory Group - Dba For Investment Business | Tulsa | OK | 06/2014 | 03/2022 |
| Ct Property Connections Llc | Tulsa | OK | 06/2021 | Present |
| Cross Timbers Cpas Pllc | Tulsa | OK | 01/2023 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2024 | Present |
| Cetera Investment Advisers Llc | Schuamburg | IL | 08/2024 | Present |
1.CRAMER PROPERTIES LLC, INVESTMENT RELATED, 4419 W URBANA CT, BROKEN ARROW, OK 74012, OWNER, OWNERSHIP OF RENTAL PROPERTIES, 2H/WEEK, 0H/WEEK DURING TRADING HOURS, SINCE 03/1999 2.REMARC REALTY LLC, INVESTMENT RELATED, 4419 W URBANA CT, BROKEN ARROW, OK, 74012, OWNER, PROVIDE PROPERTY MANAGEMENT SERVICES AND TAX/ACCOUNTING FOR THE ENTITY, 5H/WEEK, 1H/WEEK DURING TRADING HOURS, SINCE 01/2020 3.CT PROPERTY CONNECTIONS LLC, INVESTMENT RELATED, 4419 W URBANA CT, BROKEN ARROW, OK, 74012, OWNER, PROPERTY MANAGEMENT SERVICES, RENTAL PROPERTY, PROVIDE TAX/ACCOUNTING SERVICES, 1H/WEEK, 0H/WEEK DURING TRADING HOURS, SINCE 06/2021 4. NAME OF OTHER BUSINESS: CROSS TIMBERS CPAs PLLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX AND ACCOUNTING SERVICES; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: CPA; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX AND ACCOUNTING SERVICES 5. NAME OF OTHER BUSINESS: HIGHPOINT FINANCIAL GROUP LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 3/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 36-40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-10 |
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