David L Baskin

Current Employers

Employment History

• 10/1987 → 09/2025
  Avantax Investment Services, Inc.
  Ponca City, OK
• 08/1994 → 09/2025
  Avantax Advisory Services
  Ponca City, OK
• 10/2012 → Present
  Baskin Hadley & Stevens, Pc
  Ponca City, OK
• 01/2013 → Present
  Sullivan Oil And Gas Properties, Partnership
  Ponca City, OK
• 09/1991 → 09/2025
  Avantax Insurance Agency, Llc
  Ponca City, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Ponca City, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1994-07-21 → 2025-09-05
  Avantax Advisory Services
  Ponca City, OK

Other Businesses

1) Sullivan Oil and Gas Properties, Partnership 221 N. 2nd St, PO Box 990~Ponca City~OK~74601~Oil/Gas Exploration~Partner/General Partner~1/7/2013~8hrs~0hrs~Identify oil and gas investments and do the tax returns. 2) 5M Properties 221 N 2nd Street~Ponca City~OK~74601~Rental Property Owner/Management~Partner/General Partner~9/1/2006~10hrs~0hrs~ownership group makes decisions regarding property. 3) KGBLS, LLC POSITION: partner NATURE: Holds oil and gas leases INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/24/2005 ADDRESS: 221 N. 2nd St, Ponca City OK 74601, DESCRIPTION: Monitor. 4) BASKIN & HADLEY FINANCIAL SERVICES, INC POSITION: Partner NATURE: To provide a variety of financial service products to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2022 ADDRESS: 221 N. 2nd St, Ponca City OK 74601, United States DESCRIPTION: Managing Partner 5) Baskin Hadley & Associates, PC; President; Accounting Services/Tax Preparation; NIR; 100; 01/14/2015; 221 N 2nd Street Ponca City OK 74601; Managing partner

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-27
• S63 Uniform Securities Agent State Law Examination
  1987-11-17