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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Farmers Electric Cooperative | Anadarko | OK | 03/1985 | Present |
| Richard Jay Ross, Cpa | Anadarko | OK | 04/1990 | Present |
| H.D. Vest Investment Services | Anadarko | OK | 08/2006 | Present |
| H.D. Vest Advisory Services | Anadarko | OK | 06/2007 | Present |
| Richard Jay Ross, Cpa | Anadarko | OK | 01/2009 | Present |
| Hd Vest Insurance Agency, Llc | Irving | TX | 08/2017 | 09/2025 |
| Cetera Wealth Services, Llc | Anadarko | OK | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Anadarko First Baptist Church 700 West Petree Road Anadarko OK 73005 Business/Management Consulting Business/Management Consultant 9/28/2010 4hrs~0hrs Custodians of church property and business. Execute documents only after majority vote and approval of church members. 2) Anadardo Rotary Club 3104 Shady Lane Anadarko OK 73005 Club/Association Director/Officer Director/Officer 7/1/2009 40hrs~20hrs Keeping attendance records. Billing member dies and paying expenses of the club. 3) Anadarko Public School Foundation 1400 S. Mission Anadarko OK 73005 School/College Professor/Teacher/Administrator Director/Officer 12/11/2014 4hrs~0hrs No longer treasurer of the Board effective May 25, 2017. Regular Board Member only. 4) Ross & Henderson, PLLC Certified Public Accountant 2601 E. Highway 37 Tuttle OK 73089 Accounting Partner/General Partner 7/1/2016 30hrs~20hrs Partner providing tax and accounting services 5) Richard Jay Ross, CPA 113 NW 2nd Anadarko OK 73005 Tax Preparation/Accounting Owner/Sole Proprietor 1/1/2009 40hrs~0hrs Sole Practitioner CPA 6) ANADARKO PUBLIC SCHOOLS POSITION: Board Member NATURE: Serve as a member of the school board and being responsible for participating in activities that come before the board for consideration as it relates to the ongoing activities of the Anadarko Public School District INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 07/10/2023 ADDRESS: 1400 S. Mission, Anadarko OK 73005, United States DESCRIPTION: Participate in regular and special called board meetings each month to conduct the business of the school coming before the board and to participate in school activities and functions requiring the attendance of board members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-12 |
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