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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bill Smith Metal Processing | Bartlesville | OK | 05/2014 | 07/2018 |
| Oklahoma State University | Stillwater | OK | 08/2012 | 12/2017 |
| Morgan Stanley | Tulsa | OK | 08/2018 | 10/2018 |
| Washington Welding | Bartlesville | OK | 02/2019 | 05/2024 |
| North Western Mutual | Tulsa | OK | 07/2024 | 10/2024 |
| Unemployed | Bartlesville | OK | 11/2018 | 02/2019 |
| Unemployed | Bartlesville | OK | 06/2024 | 07/2024 |
| Unemployed | Bartlesville | OK | 11/2024 | 02/2025 |
| Villines Wealth Management Llc | Broken Arrow | OK | 03/2025 | Present |
| Avantax Investment Services Inc | Tulsa | OK | 03/2025 | 09/2025 |
| Avantax Advisory Services | Tulsa | OK | 03/2025 | 09/2025 |
| Avantax Insurance Agency Llc | Tulsa | OK | 03/2025 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) VILLINES WEALTH MANAGEMENT, LLC POSITION: Financial Services Associate NATURE: Provides operational support to Avantax affiliated Advisor, Scott Villines. Provides investment support and financial planning services through Avantax affiliation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 80 START DATE: 03/10/2025 ADDRESS: 5800 E Skelly Dr, Suite 721, Tulsa OK 74135, United States DESCRIPTION: Assist the Advisor with paperwork and other projects as needed. Work on draft eMoney financial plans under the supervision of the Advisor. Help advisor look for operational efficiencies in the practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
Reach out to this advisor