DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

William Yousey

Cetera Investment Advisers LLCBD affiliatedDallas, Tx dual registrantIAPD 3052439

Feed of 09/15/2026

Also filed as William Joe Yousey

At current firm

1 y

since Sep 5, 2025

In the industry

25 y

since Feb 16, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Sep 5, 2025 · Dallas, Tx
Avantax Advisory Services former
Jun 21, 2022 to Sep 5, 2025 · Dallas, Tx
Bok Financial Advisors BD affiliated
Sep 26, 2016 to Jun 3, 2022 · Tulsa, Ok
Vikasa Capital Advisors, LLC unclassified
May 17, 2016 to Dec 31, 2016 · Oklahoma City, Ok
Oneamerica Securities, Inc. BD affiliated
Aug 1, 2013 to Apr 2, 2015 · Edmond, Ok
Pruco Securities, LLC no RAUM
Feb 25, 2011 to May 29, 2013 · Oklahoma City, Ok
Msi Financial Services, Inc. former
Mar 26, 2008 to Feb 14, 2011 · Oklahoma City, Ok
MML Investors Services, LLC BD affiliated
May 4, 2005 to Feb 15, 2008 · Oklahoma City, Ok
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 19, 2004 to Nov 15, 2004 · Oklahoma City, Ok
Waddell & Reed former
Mar 5, 2003 to Dec 31, 2003 · Edmond, Ok

Moves

a registration end followed by a registration begin elsewhere

Avantax Advisory Services to Cetera Investment Advisers LLC
left Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
Bok Financial Advisors to Avantax Advisory Services
left Jun 3, 2022, registered Jun 21, 2022 (18 days) · Affiliated broker-dealer or bank to another
Vikasa Capital Advisors, LLC to Bok Financial Advisors
left Dec 31, 2016, registered Sep 26, 2016 (-96 days) · Other
Oneamerica Securities, Inc. to Vikasa Capital Advisors, LLC
left Apr 2, 2015, registered May 17, 2016 (411 days) · Other
Pruco Securities, LLC to Oneamerica Securities, Inc.
left May 29, 2013, registered Aug 1, 2013 (64 days) · Other
Msi Financial Services, Inc. to Pruco Securities, LLC
left Feb 14, 2011, registered Feb 25, 2011 (11 days) · Other
MML Investors Services, LLC to Msi Financial Services, Inc.
left Feb 15, 2008, registered Mar 26, 2008 (40 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to MML Investors Services, LLC
left Nov 15, 2004, registered May 4, 2005 (170 days) · Other
Waddell & Reed to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Dec 31, 2003, registered Apr 19, 2004 (110 days) · Other

Signals

William Yousey left Bok Financial Advisors for Avantax Advisory Services (registered 2022-06-21)
Jun 3, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address