Adam Heath Perry

Current Employers

Employment History

• 07/2013 → 09/2025
  Avantax Investment Services, Inc.
  Lawton, OK
• 01/2014 → 09/2025
  Avantax Advisory Services
  Lawton, OK
• 09/2014 → Present
  Barnes Welsh & Perry Pc
  Lawton, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lawton, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-21 → 2025-09-05
  Avantax Advisory Services
  Lawton, OK

Other Businesses

1) Barnes Welsh & Perry, PC~'NIR'~1401 SW Park Ridge Blvd, Suite B-1~Lawton~OK~73505~Tax Preparation/Accounting~Director/Officer~9/1/2014~300hrs~300hrs~Accounting Manager 2) Southwestern Oklahoma Home Builders Association~'NIR'~PO Box 1085~Lawton~OK~73502~Accounting~Treasurer/Comptroller~1/1/2017~5hrs~5hrs~Maintain set of books and prepare monthly financial statements. 3) ROSEMARY BELLINO LIVING TRUST; Contingent Co Trustee; I will be a trustee for a short duration to distribute the assets of the trust per trust guidelines. I have no authority as trustee until her death. UNIR; HRS 0; HRS: 0; 10/01/2021; 1401 SW Park Ridge Blvd., Ste. B-1, Lawton OK 73505, DESCRIPTION: I will be a trustee for a short duration to distribute the assets of the trust per trust guidelines. I have no authority as trustee until her death. 4) JUTTA G. LLOYD REVOCABLE TRUST; Contingent Trustee; I will be a trustee for a short duration to distribute the assets of the trust per trust guidelines. I have no authority as trustee until death. NIR; HRS 0; HRS 0; 12/31/2023; 1401 SW Park Ridge Blvd., Ste. B-1, Lawton OK 73505, I will be a trustee for a short duration to distribute the assets of the trust per trust guidelines. I have no authority as trustee until death.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-22