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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

1709 W Granger St, Broken Arrow, OK 74012 • 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
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
  • 05/2014 → 07/2018
    Bill Smith Metal Processing
    Bartlesville, OK
  • 08/2012 → 12/2017
    Oklahoma State University
    Stillwater, OK
  • 08/2018 → 10/2018
    Morgan Stanley
    Tulsa, OK
  • 02/2019 → 05/2024
    Washington Welding
    Bartlesville, OK
  • 07/2024 → 10/2024
    North Western Mutual
    Tulsa, OK
  • 11/2018 → 02/2019
    Unemployed
    Bartlesville, OK
  • 06/2024 → 07/2024
    Unemployed
    Bartlesville, OK
  • 11/2024 → 02/2025
    Unemployed
    Bartlesville, OK
  • 03/2025 → Present
    Villines Wealth Management Llc
    Broken Arrow, OK
  • 03/2025 → 09/2025
    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
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2025-07-18 → 2025-09-05
    Avantax Advisory Services
    Tulsa, OK
    Dallas, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-18
  • S66 Uniform Combined State Law Examination
    2025-07-18
Other Names
  • Parker Thomas Conway

View on SEC IAPD

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