Tristan Wayne Talley

Current Employers

Employment History

• 11/2010 → 02/2017
  Lpl Financial Llc
  Overland Park, KS
• 10/2010 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 02/2017 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2005 → 02/2020
  Bukaty Companies
  Leawood, KS
• 08/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 2010-10-14 → 2014-12-31
  Onedigital
  Overland Park, KS
• 2008-01-14 → 2010-12-01
  Nrp Advisors, Inc.
  Leawood, KS
• 2006-06-13 → 2008-01-22
  Lpl Financial Llc
  Leawood, KS
• 1999-12-14 → 2006-03-14
  Lincoln Investment
  Kansas City, MO

Other Businesses

1) MULTIPLE COMPANIES POSITION: Sales NATURE: Fixed Insurance & Annuity Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: <1 START DATE: 1999 ADDRESS: 11101 Switzer Road, Suite 200, Overland Park, KS 66210 DESCRIPTION: Sell insurance & Fixed annuities. 2) TRISTAN AND ALAINA TALLEY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2015 ADDRESS: Overland Park, KS 66221 DESCRIPTION: Own a property that will be rented. 3) ONEDIGITAL RETIREMENT & WEALTH POSITION: Vice President NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 40+ SECURITIES TRADING HOURS: 6.5 START DATE: 2/1/2020 ADDRESS: 11101 Switzer Road, Suite 200, Overland Park, KS 66210 DESCRIPTION: DBA 4) TRISTAN AND ALAINA TALLEY POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: Overland Park, KS 66221 DESCRIPTION: Own a building that I started leasing out to my son's lawn and landscape business. 5) HASSLE-FREE LAWNS POSITION: Managing Member NATURE: Partnership LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/05/2019 ADDRESS: 11215 W 140th Terr, Overland Park KS 66221, United States DESCRIPTION: This is a lawn and landscape company that my son owns and operates and I am on the LLC as an investor and for insurance purposes. He started the business and needed an adult on the paperwork to get insured. I have no direct involvement in the day to day operations of the business. 6) OUTSIDE INSURANCE BUSINESS FIXED ANNUITY POSITION: Sales NATURE: Sole Proprietorship for fixed or related insurance business that may be paid directly to me instead of to OneDigital. This may include old policy trails that occur randomly. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1999 ADDRESS: 11101 Switzer, Overland Park KS 66210, United States DESCRIPTION: Maintain appropriate licenses to facilitate sales of fixed insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-12
• S63 Uniform Securities Agent State Law Examination
  1999-07-13

Other Names

• Tristan Talley