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RIA / WealthAdvisordual registered (broker-dealer)41 years in industry

TERRY WILLIAM MCLEMORE

Advisor at CETERA INVESTMENT ADVISERS LLC

EDMOND, OK

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Search this name across graphsid dfx:ria:374aebd9-c1b7-b184-94ff-972477e546ab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 29, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CETERA INVESTMENT ADVISERS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 21, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: May 21, 1985
First registration: Jun 29, 1999
Dual registered: yes, broker-dealer
Other names: Terry W McLemore|Terry McLemore
IAPD individual key: 1363764

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Sep 5, 2025	n/a	yes	EDMOND, OK	Current employment
AVANTAX ADVISORY SERVICES	Former SEC adviser	Nov 7, 2024	Sep 5, 2025	no	Edmond, OK\|DALLAS, TX	Previous registration
SCF INVESTMENT ADVISORS, INC.	Former SEC adviser	Sep 18, 2017	Nov 7, 2024	no	EDMOND, OK\|SAN DIEGO, CA	Previous registration
WFG ADVISORS, LP	Former SEC adviser	Aug 4, 2009	Sep 18, 2017	no	EDMOND, OK	Previous registration
CENTURY ADVISORS, LLC	n/a	Aug 6, 2004	Aug 4, 2009	no	OKLAHOMA CITY, OK	Previous registration
SPELMAN & CO., INC.	n/a	Jun 29, 1999	Jun 10, 2004	no	OKLAHOMA CITY, OK	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AVANTAX ADVISORY SERVICES	CETERA INVESTMENT ADVISERS LLC	Sep 5, 2025	Sep 5, 2025	0	Bulk transfer	Ibd to ibd
SCF INVESTMENT ADVISORS, INC.	AVANTAX ADVISORY SERVICES	Nov 7, 2024	Nov 7, 2024	0	Firm change	Ibd to ibd
WFG ADVISORS, LP	SCF INVESTMENT ADVISORS, INC.	Sep 18, 2017	Sep 18, 2017	0	Firm change	Other
CENTURY ADVISORS, LLC	WFG ADVISORS, LP	Aug 4, 2009	Aug 4, 2009	0	Firm change	Other
SPELMAN & CO., INC.	CENTURY ADVISORS, LLC	Jun 10, 2004	Aug 6, 2004	57	Firm change	Other

Relationships

Registered with (6)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Sep 5, 2025 to presentfactForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Nov 7, 2024 to Sep 5, 2025factForm ADV
→ SCF INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Sep 18, 2017 to Nov 7, 2024factForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
Aug 4, 2009 to Sep 18, 2017factForm ADV
→ CENTURY ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 6, 2004 to Aug 4, 2009factForm ADV
→ SPELMAN & CO., INC.Registered adviserregistration: previous registration
Jun 29, 1999 to Jun 10, 2004factForm ADV

Dated events

Occurred
Nov 7, 2024
Advisor changed firm
Terry William Mclemore left Scf Investment Advisors, Inc. for Avantax Advisory Services (registered 2024-11-07)
Form ADVobserved 6 days ago