Daniel Alan Lovelace

Current Employers

Employment History

• 10/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2024 → Present
  Cochran Bell Wealth & Tax Strategy
  Stillwater, OK
• 01/2022 → 10/2024
  Duncan, Onley & Watkins, P.C.
  Stillwater, OK
• 10/2020 → 01/2022
  Grant Thornton Llc
  Oklahoma City, OK
• 08/2015 → 10/2020
  Oklahoma State University
  Stillwater, OK
• 10/2025 → Present
  Cochran Bell Wealth & Tax Strategy
  Stillwater, OK
• 09/2025 → 10/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → Present
  Cetera Investment Advisors
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: COCHRAN BELL WEALTH & TAX STRATEGY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION AND PLANNING; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: SENIOR TAX ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND PLANNING; 2. NAME OF OTHER BUSINESS: COCHRAN BELL WEALTH & TAX STRATEGY; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 15; BRIEF DESCRIPTION OF DUTIES: CPA THAT DOES TAX PREP AND ADVISING, ALONG WITH WEALTH MANAGEMENT;

Exams

• S66 Uniform Combined State Law Examination
  2025-12-19