Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • OK RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

3104 Shady Lane, Anadarko, OK 73005 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/1985 → Present
    Western Farmers Electric Cooperative
    Anadarko, OK
  • 04/1990 → Present
    Richard Jay Ross, Cpa
    Anadarko, OK
  • 08/2006 → Present
    H.D. Vest Investment Services
    Anadarko, OK
  • 06/2007 → Present
    H.D. Vest Advisory Services
    Anadarko, OK
  • 01/2009 → Present
    Richard Jay Ross, Cpa
    Anadarko, OK
  • 08/2017 → 09/2025
    Hd Vest Insurance Agency, Llc
    Irving, TX
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Anadarko, OK
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2007-07-02 → 2025-09-05
    Avantax Advisory Services
    Anadarko, OK
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-12
  • S66 Uniform Combined State Law Examination
    2007-05-12
Designations

View on SEC IAPD

More in Anadarko, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor