David Russell St. John

Current Employers

Employment History

• 01/2001 → Present
  St. John Financial Group. Inc
  Owasso, OK
• 10/2012 → 09/2025
  Avantax Investment Services, Inc.
  Owasso, OK
• 10/2012 → 09/2025
  Avantax Insurance Agency, Llc
  Owasso, OK
• 10/2012 → 09/2025
  Avantax Advisory Services
  Owasso, OK
• 08/2013 → Present
  Ce Instructor For Cpa'S
  Owasso, OK
• 05/2008 → Present
  St. John Financial Services, Dba For Activities Of St. John Fina
  Owasso, OK
• 04/2016 → Present
  St. John Bookkeeping & Tax, Dba For Activities Of St. John Finan
  Owasso, OK
• 05/2008 → Present
  St. John Insurance, Dba For Activities Of St. John Financial Gro
  Owasso, OK
• 04/2016 → Present
  St. John Accounting & Tax, Dba For Activities Of St. John Financ
  Owasso, OK
• 04/2016 → Present
  St. John Accounting & Tax, Dba For Activities Of St. John Financ
  Owasso, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Owasso, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-10-25 → 2025-09-05
  Avantax Advisory Services
  Owasso, OK
• 2011-07-01 → 2012-10-26
  Vsr Financial Services, Inc.
  Overland Park, KS
  Owasso, OK
• 2006-03-21 → 2011-07-06
  Voya Financial Advisors, Inc.
  Tulsa, OK
  Owasso, OK
  Tulsa, OK
  Owasso, OK

Other Businesses

1) St. John Bookkeeping & Tax~'NIR'~9500 N. 129th E. Ave., Suite 122~Owasso~OK~74055~Tax Preparation/Accounting~Accountant/Bookkeeper~4/2/2016~5hrs~20hrs~Bookkeeping and tax services 2) Project Hope Worldwide~'NIR'~12330 E 86th St N~Owasso~OK~74055~Other~Other~1/2/2004~5hrs~1hrs~Assist in the leadership of the mission located in Juarez, Mexico.| 3) ST. JOHN INSURANCE- DBA ONLY FOR ST. JOHN FINANCIAL GROUP, INC. POSITION: President of St. John Financial Group, Inc. NATURE: St. John Insurance is a DBA only. Itwas been disclosed previously, but the RegEd and CMAX do not show the record. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/28/2008 ADDRESS: 9500 N 129Th E Ave, Ste 122, Owasso OK 74055, United States DESCRIPTION: DBA only. All activities occur under St. John Financial Group, Inc. 4) ST. JOHN FINANCIAL GROUP. INC POSITION: Owner/Sole Proprietor NATURE: Accounting/Bookkeeping (No Tax Preparation) INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2001 ADDRESS: 9500 N 129th E Ave, Ste 122, Owasso OK 74055, United States DESCRIPTION: Owner of CFP firm 5) ST. JOHN FINANCIAL SERVICES, DBA FOR ACTIVITIES OF ST. JOHN FINANCIAL GROUP, INC POSITION: President of St. John Financial Group, Inc. NATURE: This is a DBA used for marketing the overall financial services activities of St. John Financial Group, Inc. These previously disclosed and approved services include accounting, tax, financial planning, and wealth management. Website: stjohnfinanciagroup.com. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/28/2008 ADDRESS: 9500 N 129Th E Ave, Ste 122, Owasso OK 74055, United States DESCRIPTION: DBA only. All activities occur under St. John Financial Group, Inc. Accountant, tax preparer, financial planner, wealth management. 6) ST. JOHN INSURANCE, DBA FOR ACTIVITIES OF ST. JOHN FINANCIAL GROUP, INC. POSITION: President of St. John Financial Group, Inc. NATURE: This is a DBA used for marketing the insurance service activities of St. John Financial Group, Inc. These previously disclosed and approved services include property and casualty insurance (personal, commercial), employee benefits (health, dental, vision, life, disability, accident), and fixed term life products. All variable life, variable annuity, and index annuity products are placed thought Avantax affiliated insurance agency. Companies represented include CNA, Geico, Hartford, MSA, National General, Travelers, Mercury, American Modern, Foremost, Progressive, Safeco, Blue Cross, United Health Care, Aetna, Community Care, and several brokerage networks, such as Burns & Wilcox, Risk Placement Services, Graham-Rogers, and One General Agency. Website: stjohninsurance.net INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/28/2008 ADDRESS: 9500 N 129Th E Ave, Ste 122, Owasso OK 74055, United States DESCRIPTION: Insurance agent: commercial/personal insurance, employee benefits. 7) ST. JOHN ACCOUNTING & TAX, DBA FOR ACTIVITIES OF ST. JOHN FINANCIAL GROUP, INC. POSITION: President of St. John Financial Group, Inc. NATURE: This is a DBA used for marketing the accounting and tax services activities of St. John Financial Group, Inc. These previously disclosed and approved services include accounting and tax services for small businesses and personal tax preparation. Website: stjohnbookkeeping-tax.com. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/02/2016 ADDRESS: 9500 N. 129th E. Ave., Suite 122, Owasso OK 74055, United States DESCRIPTION: Accountant and tax preparer.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-05-18

Designations

Other Names

• David Russell St John