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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-09-05
  • OK RA
    APPROVED
    Since 2025-09-05

Branch Locations

1401 Sw Park Ridge Blvd. Ste. D, Lawton, OK 73505 • 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
Barnes Welsh & Perry Pc Lawton OK 01/2013 Present
Avantax Investment Services, Inc. Lawton OK 05/2015 09/2025
Avantax Advisory Services Lawton OK 11/2016 09/2025
Avantax Insurance Agency, Llc Lawton OK 08/2016 09/2025
Cameron University Lawton OK 08/2020 Present
Cetera Wealth Services, Llc Lawton OK 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 01/2013 → Present
    Barnes Welsh & Perry Pc
    Lawton, OK
  • 05/2015 → 09/2025
    Avantax Investment Services, Inc.
    Lawton, OK
  • 11/2016 → 09/2025
    Avantax Advisory Services
    Lawton, OK
  • 08/2016 → 09/2025
    Avantax Insurance Agency, Llc
    Lawton, OK
  • 08/2020 → Present
    Cameron University
    Lawton, OK
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Lawton, OK
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2016-11-25 → 2025-09-05
    Avantax Advisory Services
    Lawton, OK
Other Businesses

1) Barnes Welsh & Perry PC~'NIR'~1401 SW Park Ridge, Ste B-1~Lawton~OK~73505~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/2013~160hrs~120hrs~Provide accounting, bookkeeping, payroll, tax preparation services, reviewed financial statement. 1% Shareholder as of January 1, 2017 2) TLB PROPERTIES, LLC POSITION: Member NATURE: Residential Real Estate Rental activity - purchase residential real estate for the purpose of holding as rental properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2021 ADDRESS: 4610 SE Caber Circle, Lawton OK 73501, United States DESCRIPTION: Maintain the books and records related to residential rental properties. Participate in the process of searching and selecting properties to invest in for the purpose of renting out 3) GPTC ACCOUNTING SERVICES ADVISORY COMMITTEE POSITION: Advisory Committee Member NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2024 ADDRESS: 4500 SW Lee Blvd, Lawton OK 73505, United States DESCRIPTION: Meet a couple of times a year with the Great Plains Technology Center Accounting Services instructor, other administrators of the tech center and other committee members to discuss the newly formed Accounting Services program offered by the tech center. Provide feedback on the program's objectives and goals, curriculum, and insight into the needs of the accounting industry as a whole and in our community. 4) Cameron University Dept of Business Advisory Board; Member of the Board of Directors; Education; NIR; 0; 06/01/2017; 2800 W Gore Blvd Lawton OK 73505; meet 3 times a year to discuss with faculty members and other advisory board members the Cameron University Dept of Business mission statement and goals, degree programs and classes offered, ways to get students more involved in the community and the comm

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-04
  • S66 Uniform Combined State Law Examination
    2015-09-04
Other Names
  • Lacey Leanne Morgan

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