Patrick J Moylan

Current Employers

Employment History

• 07/2003 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 02/2012 → 06/2024
  Securities America Advisors, Inc.
  Omaha, NE
• 01/2012 → Present
  Moylan Kropp Retirement Planning
  Omaha, NE
• 03/2017 → 11/2024
  Arbor Point Advisors
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2017-03-17 → 2024-11-08
  Arbor Point Advisors
  Omaha, NE
• 2012-02-08 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE

Other Businesses

1. INSURANCE POSITION: marketing and sales NATURE: INSURANCE SALES-AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2004 ADDRESS: 1010 S 120th St Ste 320, Omaha NE 68154 DESCRIPTION: Equity indexed annuities or fixed annuities 2. TRUST SERVICE POSITION: advisor NATURE: PATRICK MOYLAN, ACTING AS A ADDITIONAL TRUSTEE, SALE OF SECURITIES IS NOT DONE AS A SA REP, TIME SPENT 0.01% INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 1010 S 120th ST Ste 320, Omaha NE 68154 DESCRIPTION: serve as a trustee on Family Trust account 3. ARBOR POINT ADVISORS POSITION: Arbor Point Advisors NATURE: ARBOR POINT ADVISORS - INVESTMENT ADIVSORY SERVICES - IAR - INVESTMENT RELATED: YES - START DATE: 3/2017 - ADDRESS: 1010 S 120TH ST STE 320, OMAHA NE 68154 INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2017 ADDRESS: 1010 S 120th St STe 320, Omaha NE 68154 DESCRIPTION: RIA 4. PUBLIC NOTARY OF NEBRASKA POSITION: N/A NATURE: I am a notary so i acknowledge and witness for individuals when signing important documents . INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/02/2009 ADDRESS: 1010 S 120th St Ste 320, Omaha NE 68154, United States DESCRIPTION: I am a notary so i acknowledge and witness for individuals when signing important documents . 5. MOUNT MICHAEL FOUNDATION COMMITTEE POSITION: serving as a member on the investment committee NATURE: Mount Michael is a private Catholic High School. The monies in their endowment are set aside to keep the School and Abbey operating. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/10/2023 ADDRESS: 22520 Mount Michael Road, Elkhorn NE 68022, United States DESCRIPTION: I am a member of the Mount Michael Foundation Investment Committee. As a member of the committee we collective help guide and oversee the monies for Mount Michael School and Abbey that are being managed by Prodigy Asset Management of Omaha. We meet several times a year.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-15
• S63 Uniform Securities Agent State Law Examination
  2003-11-10

Designations