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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-11-08
  • NE RA
    APPROVED
    Since 2024-11-08

Branch Locations

1010 S 120Th Street Suite 320, Omaha, NE 68154 • United States

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-25
NE RA APPROVED 2024-06-14
NC RA APPROVED 2024-06-14
TX RA APPROVED 2024-06-14
  • FL RA
    APPROVED
    Since 2024-09-25
  • NE RA
    APPROVED
    Since 2024-06-14
  • NC RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED
    Since 2024-06-14

Branch Locations

1010 S 120Th Street Suite 320, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2010 → 06/2024
    Securities America, Inc.
    Omaha, NE
  • 07/2011 → 06/2024
    Securities America Advisors, Inc.
    Omaha, NE
  • 09/2010 → Present
    Devin Moylan
    Omaha, NE
  • 08/2012 → Present
    Devin Moylan
    Omaha, NE
  • 03/2017 → 11/2024
    Arbor Point Advisors
    Omaha, NE
  • 06/2024 → Present
    Omaha, NE
  • 06/2024 → Present
    Omaha, NE
  • 11/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2017-03-17 → 2024-11-08
    Arbor Point Advisors
    Omaha, NE
  • 2011-07-05 → 2024-06-14
    Securities America Advisors, Inc.
    Omaha, NE
Other Businesses

***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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-25
  • S66 Uniform Combined State Law Examination
    2011-06-25
Designations

View on SEC IAPD

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