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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-11-08 |
Branch Locations
1010 S 120Th Street Suite 320, Omaha, NE 68154 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| NE | RA | APPROVED | 2024-06-14 |
| NC | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
1010 S 120Th Street Suite 320, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Omaha | NE | 07/2010 | 06/2024 |
| Securities America Advisors, Inc. | Omaha | NE | 07/2011 | 06/2024 |
| Devin Moylan | Omaha | NE | 09/2010 | Present |
| Devin Moylan | Omaha | NE | 08/2012 | Present |
| Arbor Point Advisors | Omaha | NE | 03/2017 | 11/2024 |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
***INSURANCE SALES - AGENT - START DATE: 2/2012 - LOCATED AT 1010 SOUTH 120 ST., STE 320, OMAHA NE 68154 ***MOYLAN KROPP RETIREMENT PLANNING - REP - 40% TIME SPENT ***SAA POSITION: Selection and allocations NATURE: SECURITIES AMERICA ADVISORS - IAR - INVESTMENT ADVISORY SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 300 SECURITIES TRADING HOURS: 300 START DATE: 07/01/2010 ADDRESS: 1010 S. 120th Street, #320, Omaha NE 68154 DESCRIPTION: Selecting appropriate investments for clients. ***ST. PAT'S ELKHORN - DEVELOPMENT COMMITTEE POSITION: Advise NATURE: Advising of Church Fundraising INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 20500 W Maple Rd, Elkhorn NE 68022, United States DESCRIPTION: We meet as a group to discuss the best way to reach our donor community and how we can make it easier for to benefit the service activities. **MOYLAN KROPP POSITION: partner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2010 ADDRESS: 1010 S. 120th Street, #320, OMAHA NE 68154, United States DESCRIPTION: service and participate and partner share of commissions. **MOYLAN TAX POSITION: preparer NATURE: MOYLAN TAX; OMAHA, NE; PARTNER; BEGINNING JANUARY 2010. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2010 ADDRESS: 1010 S. 120th Street, #320, Omaha NE 68154, United States DESCRIPTION: Tax preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-25 |
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