Brian Charles Connally

Current Employers

Employment History

• 10/1986 → Present
  Connally & Associaties Pc
  Tulsa, OK
• 10/1986 → Present
  Brian Connally Cpa, Inc.
  Tulsa, OK
• 07/2008 → 09/2025
  Avantax Investment Services, Inc.
  Tulsa, OK
• 01/2002 → Present
  Snow Creek Ranch, Llc
  Tulsa, OK
• 01/2010 → 09/2025
  Avantax Advisory Services
  Tulsa, OK
• 07/2021 → Present
  Invest Wealth Management, Llc
  Tulsa, OK
• 05/2025 → Present
  Yale 3101, Llc
  Tulsa, OK
• 06/2025 → Present
  Yale 3109, Llc
  Tulsa, OK
• 08/2021 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Tulsa, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Tulsa, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2025 → Present
  Connally Advisors, Llc
  Tulsa, OK
• 01/2026 → Present
  3101 Yale, Llc
  Tulsa, OK

Previous Registrations

• 2010-01-12 → 2025-09-05
  Avantax Advisory Services
  Skiatook, OK
• 2000-02-08 → 2008-06-30
  1St Global Advisors Inc
  Tulsa, OK

Other Businesses

1)Snow Creek Energy, Inc.~'NIR'~3101 S Yale~Tulsa~OK~74135~Oil/Gas Exploration~President~10/1/2003~20hrs~20hrs~Accounting/consulting for oil & gas projects 2) SNOW CREEK RANCH, LLC POSITION: Owner/Sole Proprietor NATURE: Farming/Agriculture/Dairy INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2002 ADDRESS: 3101 S. Yale Ave. Tulsa, OK 74135, Tulsa OK 74135, DESCRIPTION: Operating cow/calf production operation and misc small oil/gas interests 3) NAME OF OTHER BUSINESS: INVEST WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2021, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4) CONNALLY & ASSOCIATES PC POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/15/1986 ADDRESS: 3101 S. Yale Ave. Tulsa, OK 74135, Tulsa OK 74135, DESCRIPTION: Manager accounting and tax practice 5) YALE 3101, LLC POSITION: Manager of LLC NATURE: Owns a building that I use for my CPA practice. The CPA practice will pay rent to the LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2025 ADDRESS: 3101 S Yale Ave, Tulsa OK 74135, United States DESCRIPTION: Just collect rent and pay building expenses. 6) NAME OF OTHER BUSINESS: YALE 3109, LLC; INVESTMENT RELATED: NO; ADDRESS: 3109 S. YALE AVE. TULSA, OK 74135; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENT PARKING LOT AND VACANT LOT TO INTERESTED PARTIES, MAINTAIN PROPERTY, COLLECT RENT AND PAY EXPENSES; 7) NAME OF OTHER BUSINESS: 3101 YALE, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COLLECT RENT, MAINTAIN PROPERTY, FIND APPROVE NEW TENANTS; 8) NAME OF OTHER BUSINESS: CONNALLY ADVISORS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: OPERATING ENTITY FOR PAYING OFFICE, MARKETING, SALARIES, OVERHEAD AND OTHER EXPENSES;

Exams

• S66 Uniform Combined State Law Examination
  1999-11-16
• S63 Uniform Securities Agent State Law Examination
  1991-07-22

Designations