Randall Loren Cloud

Current Employers

Employment History

• 12/1991 → 09/2025
  Avantax Investment Services, Inc.
  Oklahoma City, OK
• 05/1996 → 09/2025
  Avantax Advisory Services
  Oklahoma City, OK
• 10/2004 → Present
  R L Cloud Cpa, Inc
  Edmond, OK
• 10/2014 → Present
  R L Cloud Cpa, Inc
  Edmond, OK
• 09/1996 → 09/2025
  Avantax Insurance Agency, Llc
  Oklahoma City, OK
• 01/2023 → Present
  R L Cloud Cpa
  Oklahoma City, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Oklahoma City, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1996-05-15 → 2025-09-05
  Avantax Advisory Services
  Oklahoma City, OK
  Dallas, TX
  Oklahoma City, OK

Other Businesses

1) R L Cloud CPA Inc 5700 N Portland Ave Ste 300~Oklahoma City~OK~73112~Insurance Agent~Agent~10/1/2004~1hrs~1hrs~receive commission check from agent of record as split for referral to agent. I do not actively sell health insurance products. 2) Oklahoma City AMBUCS 5700 N Portland Ave Ste 300~Oklahoma City~OK~73112~Other~Other~3/3/2004~5hrs~3hrs~participate as a chapter member in various community service projects. act as assistant treasurer - keep books for chapter; invoice members for dues, write checks to pay chapter expenses. 3) R L Cloud CPA, Inc 5700 N Portland Ave Ste 300~Oklahoma City~OK~73112~Accounting Services/Tax Preparation~Owner~10/14/2004~160hrs~120hrs~owner - oversee all operations of business including preparing tax returns, bookkeeping data entry, financial statement preparation, payroll tax return preparation 4) R L CLOUD CPA POSITION: Owner/sole shareholder NATURE: Purchased tax and accounting practice of another CPA effective January 1, 2023. The seller does not currently offer any services other than tax preparation and bookkeeping/accounting services. Operations will continue at seller's current location. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2023; 3201 NW 63rd, Oklahoma City OK 73116, I am sole owner and will have sole responsibility for operations of the practice. I will supervise employees tax preparation and bookkeeping/accounting work and will prepare tax returns myself. 5) R L Cloud CPA, Inc; Owner/Sole Proprietor; Accounting Services/Tax Preparation; NIR; 120; 10/14/2004; 5700 N Portland Ave Ste 300 Oklahoma City OK 73112; owner - oversee all operations of business including preparing tax returns, bookkeeping data entry, financial statement preparation, payroll tax return preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-20
• S63 Uniform Securities Agent State Law Examination
  1992-01-27