James Stanley Denton

Current Employers

Employment History

• 05/1984 → 12/2020
  Arledge & Associates, Pc
  Edmond, OK
• 09/2018 → 10/2019
  1St Global Advisors, Inc.
  Edmond, OK
• 09/2018 → 10/2019
  1St Global Capital Corp.
  Edmond, OK
• 02/2019 → 09/2025
  Avantax Insurance Services, Inc.
  Edmond, OK
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Edmond, OK
• 10/2019 → 09/2025
  Avantax Advisory Services
  Edmond, OK
• 01/2021 → Present
  Arledge & Associates, Pc
  Edmond, OK
• 01/2025 → Present
  Wymer Brownlee Wealth Strategies
  Edmond, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Oklahoma City, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Edmond, OK
  Oklahoma City, OK
  Edmond, OK
  Dallas, TX
  Edmond, OK
• 2018-11-28 → 2019-10-25
  1St Global Advisors Inc
  Edmond, OK

Other Businesses

1) JSD Living Trust - Trustee 2) The RMD Family charitable Remainder Unitrust - Co-Trustee 3) SUMMIT CAPITAL ADVISORS, LLC - WEALTH MANAGEMENT ENTITY POSITION: Manager NATURE: Wealth management entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 309 N Bryant, Edmond OK 73034, United States DESCRIPTION: Management of entity activities 4) RAS PROPERTIES, LLC - BUILDING RENTAL TO CPA FIRM POSITION: Manager NATURE: Building rental to CPA firm (sole lessee). INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2000 ADDRESS: 309 N Bryant, Edmond OK 73034, United States DESCRIPTION: Assure that building is in working order for conduct of CPA firm business. 5) ARLEDGE & ASSOCIATES, PC POSITION: Employee NATURE: Full-service CPA firm providing tax, bookkeeping and attestation services to clients. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/02/2021 ADDRESS: 309 North Bryant, Edmond OK 73034, United States DESCRIPTION: As of 1/2/2021, I am providing limited consulting services to our tax and audit team in the area of business development. 6) OKLAHOMA VENTURE FORUM POSITION: Board of Directors/Treasurer NATURE: Provide a forum to learn about exceptional businesses in Oklahoma INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2021 ADDRESS: PO Box 1701, Oklahoma City OK 73101, United States DESCRIPTION: Review reports and approve reports and courses of action. Review treasurer's report and present the report. 7) EDMOND HISTORICAL SOCIETY, INC. (EDMOND HISTORY MUSEUM) POSITION: Board Member (Secretary) NATURE: Participate in board meetings - 6 per year. Prepare minutes. Sign documents as required. Attend museum functions. Volunteer as needed. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2023 ADDRESS: 431 S Boulevard, Edmond OK 73034, United States DESCRIPTION: Participate in board meetings - 6 per year. Prepare minutes of meetings. Sign documents as required. Attend museum functions. Volunteer as needed. 8) WYMER BROWNLEE WEALTH STRATEGIES POSITION: Wealth Management Advisor NATURE: Advise clients as it relates to financial planning, investments, risk management. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/02/2025 ADDRESS: 16328 Muirfield Pl, Edmond OK 73013, United States DESCRIPTION: Advise clients as it relates to financial planning, investments and risk management. Attend staff meetings as required. Communicate directly with clients via email, telephone and in-person meetings. Review financial planning documentation and related activities. Communicate with Wymer Brownlee staff members to determine plans of action and strategies. 9) NAME OF OTHER BUSINESS: EDMOND HISTORICAL SOCIETY, INC.; INVESTMENT RELATED: NO; ADDRESS: 431 SOUTH BOULEVARD, EDMOND, OK 73013; NATURE OF BUSINESS: BOARD; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REPORT ON FINANCIAL STATEMENTS TO BOARD MEMBERS;

Exams

• S66 Uniform Combined State Law Examination
  2018-11-28

Designations

Other Names

• Jim Denton