Donald Lee Smith

Current Employers

Employment History

• 08/1985 → Present
  Donald L Smith Cpa
  Lawton, OK
• 05/1998 → 09/2025
  Avantax Investment Services, Inc.
  Lawton, OK
• 01/2018 → 09/2025
  Avantax Insurance Services, Llc
  Lawton, OK
• 06/2024 → Present
  Lawton Ambucs
  Lawton, OK
• 06/2024 → Present
  City Of Lawton Lakes And Lands Committee
  Lawton, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lawton, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-07-21 → 2025-09-05
  Avantax Advisory Services
  Lawton, OK

Other Businesses

1) Donald L. Smith & Co.,C.P.A.,P.C.~1414 NW 52nd Street~Lawton~OK~73505~Tax Preparation/Accounting~President~12/7/2009~250hrs~161hrs~CPA Firm-Prepares taxes and doing accounting 2) Fiduciary Appointment-Trustee~1414 NW 52nd Street~Lawton~OK~73505~2/17/2018~4hrs~2hrs~To oversee the sale of the house, payment of bills and disbursement of final funds. 3) CITY OF LAWTON LAKES AND LANDS COMMITTEE POSITION: Committee member NATURE: We come up with rules and regulations that govern the city lakes and the lands surrounding them. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2020 ADDRESS: City of Lawton, 212 SW 9th St., Lawton OK 73501, United States DESCRIPTION: My responsibility is to attend any quarterly or special meeting. There are no financial accounts involved, since any actions we take then end up going to the City Council for either approval or rejection. 4) LAWTON AMBUCS POSITION: Board Member NATURE: I will be 2nd Vice President of our ChapterAmbucs is a national charitable civic organization with 3 chapters in Lawton, OK. Our chapter is know for having a main fundraiser every year of a pancake day, in which people buy tickets and come to eat all the pancakes, eggs, bacon and sausage they want. With these funds, we (1) build ramps for people to more easily get in and out of their houses, (2) buy and provide Amtrykes (our therapeutic tricycle) to individuals from little kids to wounded vets to senior citizens (all free of charge), and (3) provide local scholarships to students who have been accepted into the fields or study for either physical, occupational or speech and hearing therapies. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2023 ADDRESS: PO Box 242, Lawton OK 73502, United States DESCRIPTION: My main activities will be attending monthly board meeting and filling in during any absence of both the President and 1st Vice President. 5) LAWTON BOAT CLUB POSITION: President NATURE: The Lawton Boat Club is a not-for-profit organization with the purpose of promoting boating and boat safety and the lakes in the Lawton, OK area. I have been elected as President. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2016 ADDRESS: P.O. Box 884, Lawton OK 73502, United States DESCRIPTION: To preside over board meetings 4 times a year. (No access to club bank account.) 6) LAWTON AMBUCS POSITION: Vice-President NATURE: Am a Board member, and am next in line to be President beginning earlier of 06/01/2025 or if for some reason he cannot finish his term. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 06/01/2024 ADDRESS: PO Box 242, Lawton OK 73502, United States DESCRIPTION: Attending Board meetingsRunning any weekly Chapter meeting that the President cannot attend.Running our largest fundraiser in November, while having no access to any finances. 7) CITY OF LAWTON LAKES AND LANDS COMMITTEE POSITION: Committee Member NATURE: We come up with rules and regulations that govern the city lakes and the lands surrounding them. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: City of Lawton, 212 SW 9th St, Lawton OK 73501, United States DESCRIPTION: My responsibility is to attend any quarterly or special meeting. There are no financial accounts involved, since any actions we take then end up going to the City Council for either approval or rejection. 8)Linda Rebecca Thompson Trust; Trustee; Fiduciary Appointment; NIR; 3; 02/17/2018; 1414 NW 52nd Street Lawton OK 73505; To oversee the sale of the house, payment of bills and disbursement of final funds.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-09
• S63 Uniform Securities Agent State Law Examination
  1998-08-03

Other Names

• Donald Lee Smith