Best Investors
Account
Sign in
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
1401 Sw Park Ridge Blvd. Ste. D, Lawton, OK 73505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-04 |
Reach out to this advisor