Sean David Moylan

Current Employers

Employment History

• 02/2006 → Present
  Securities America, Inc.
  Omaha, NE
• 08/2004 → Present
  Moylan Kropp Retirement Planning
  Omaha, NE
• 09/2004 → Present
  Moylan Law, Llc
  Omaha, NE
• 02/2012 → Present
  Securities America Advisors, Inc.
  Omaha, NE
• 03/2017 → 11/2024
  Arbor Point Advisors
  Omaha, NE
• 05/2011 → Present
  Chartered Life Underwriter (Clu)
  Omaha, NE
• 05/2004 → Present
  Juris Doctor (Jd)
  Omaha, NE
• 05/2004 → Present
  Master Of Business Administration (Mba)
  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. ARBOR POINT ADVISORS - INVESTMENT ADVISORY SERVICES - IAR - INVESTMENT RELATED: YES - START DATE: 3/2017 - LOCATED AT 1010 S 120TH ST STE 320, OMAHA NE 68154 2. MOYLAN KROPP, LLC POSITION: representative NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED: YES - START DATE: 11/2004 - LOCATED AT 1010 S 120TH ST STE 320, OMAHA NE 68154 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 11/01/2004 ADDRESS: 1010 s. 120th st. ste. 320, omaha NE 68154, United States DESCRIPTION: Managing Client's assets. 3. MOYLAN KROPP, LLC POSITION: representative NATURE: INSURANCE SALES - INVESTMENT RELATED - START DATE: 08/2010 - LOCATED AT 1010 S 120TH ST STE 320, OMAHA, NE 68154 - 10% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2010 ADDRESS: 1010 s. 120th St. Ste. 320, Omaha NE 68154, United States DESCRIPTION: Providing the most appropriate insurance for clients 4. MOYLAN LAW, LLC POSITION: owner, president NATURE: SEAN DAVID MOYLAN, ATTORNEY, MOYLAN LAW LLC, 9/1/04 TO PRESENT, OMAHA NE. INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 80 START DATE: 09/01/2004 ADDRESS: 1010 S. 120th St., Ste. 320, Omaha NE 68154, United States DESCRIPTION: Estate planning, probate and small business set up and management. 5. JOHN AND SUSAN MOYLAN CREDIT SHELTER TRUST POSITION: trustee NATURE: Credit Shelter Trust, INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2012 ADDRESS: 1210 S 113th Plaza, Omaha NE 68144, United States DESCRIPTION: Manage the investments held in the trust for the beneficiaries of the trust.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-05

Designations