David Frank Bott

Current Employers

Employment History

• 09/1995 → Present
  David F. Bott, Cpa
  Oklahoma City, OK
• 11/1999 → 09/2025
  Avantax Investment Services, Inc.
  Oklahoma City, OK
• 03/2000 → 09/2025
  Avantax Advisory Services
  Oklahoma City, OK
• 09/2019 → 09/2025
  Avantax Insurance Agency, Llc
  Oklahoma City, OK
• 03/2024 → Present
  David Bott Farm
  Oklahoma City, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Oklahoma City, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2000-03-14 → 2025-09-05
  Avantax Advisory Services
  Oklahoma City, OK

Other Businesses

1) David F. Bott, CPA/PFS PC~9212 N Rockwell, Suite 115, PO Box 721145~Oklahoma City~OK~73172~Tax Preparation/Accounting~President~12/10/2009~140hrs~140hrs~CPA including tax preparation and financial accounting 2) COCHRAN BELL LLC POSITION: STRAGETIC PARTNER NATURE: Combination of two Avantax representative firms to gain guidance on operations. Each firm maintains their own firm. Cochran Bell LLC is also an Avantax rep and I refer business for their guidance. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2020 ADDRESS: 9212 N. Rockwell, Ste 115, Oklahoma City OK 73132, United States DESCRIPTION: I manage my firm of David F. Bott, CPA and Cochran Bell manage their firm 3) MARY M. BOTT TRUST POSITION: Trustmanager NATURE: Trustmanager of the Mary M. Bott Trust dated January 24, 1996 INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 12/05/2022 ADDRESS: 9212 North Rockwell, Suite 115, Oklahoma City OK 73132, United States DESCRIPTION: Manage the activity of the Trust since my mother died December 5, 2022. 4) David Bott Farm (1); Owner and Landlord; The renting of 240 acres of farm real estate in Comanche County, Oklahoma; NIR; 2; 03/31/2024; 9212 N. Rockwell Oklahoma City OK 73132; Collect rent either on a sharecrop basis or cash rent of about $10,000 per year. Pay expenses incurred in the operation of the farm rent.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-27