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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| OK | RA | APPROVED | 2025-09-05 |
Branch Locations
5100 N Brookline Ave Suite 835, Oklahoma City, OK 73112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Jackson | MI | 02/2018 | 09/2025 |
| Avantax Insurance Agency, Llc | Jackson | MI | 09/2017 | 09/2025 |
| Willis & Machnik Financial Services | Jackson | MI | 09/2017 | 04/2025 |
| Farm Bureau Insurance Of Michigan | Jackson | MI | 04/2016 | 09/2017 |
| Avantax Advisory Services | Jackson | MI | 02/2018 | 09/2025 |
| England Financial | Oklahoma City | OK | 04/2025 | Present |
| Cochran Bell | Stillwater | OK | 05/2025 | Present |
| Cochran Bell | Stillwater | OK | 05/2025 | Present |
| Cochran Bell Wealth & Tax Strategy | Stillwater | OK | 05/2025 | Present |
| Cetera Wealth Services, Llc | Oklahoma City | OK | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
3) ENGLAND FINANCIAL POSITION: Owner NATURE: Financial Services Entity through which Avantax services are offered INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 04/08/2025 ADDRESS: 1124 NW 43RD St, Oklahoma City OK 73118, United States DESCRIPTION: Financial Services Entity through which Avantax services are offered 4) COCHRAN BELL POSITION: Financial Professional NATURE: Financial services entity through which Avantax services are offered INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 05/08/2025 ADDRESS: 816 S Main, Stillwater OK 74074, United States DESCRIPTION: Financial services entity through which Avantax services are offered 5) COCHRAN BELL WEALTH & TAX STRATEGY POSITION: Financial Professional NATURE: Financial services entity through which Avantax services are offered INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 05/08/2025 ADDRESS: 816 S Main, Stillwater OK 74074, United States DESCRIPTION: Financial services entity through which Avantax services are offered
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
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