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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
16238 Muirfield Place, Edmond, OK 73013 • United States
3900 N Portland Suite 101, Oklahoma City, OK 73134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Oklahoma City | OK | 05/2012 | 09/2025 |
| Wymer Brownlee | Yukon | OK | 03/2012 | Present |
| Avantax Advisory Services | Oklahoma City | OK | 02/2020 | 09/2025 |
| Cetera Wealth Services, Llc | Edmond | OK | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Wymer Brownlee~'NIR'~10936 NW Expressway~Yukon~OK~73099~Tax Preparation/Accounting~Other~3/1/2012~160hrs~120hrs~Assist in day-to-day operations of firm 2) WYMER BROWNLEE TAX & FINANCIAL MANAGEMENT POSITION: Client Relationship Coordinator NATURE: Accounting Services/Tax Preparation/ Financial Services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/12/2012 ADDRESS: 201 N. Grand, Suite 100, Enid OK 73701, United States DESCRIPTION: Client Relationship Coordinator - Process client paperwork, schedule client meetings, assist the advisors 3)Wymer Brownlee Wealth Strategies; DBA; NIR; 01/01/2018; Wymer Brownlee Wealth Strategies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-20 |
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