Joseph Dylan Thompson

Current Employers

Employment History

• 11/2007 → 11/2017
  Invest Financial Corp
  Tampa, FL
• 11/2017 → 06/2024
  Securities America, Inc
  Atlanta, TX
• 11/2017 → 06/2024
  Securities America Advisors
  Atlanta, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, TX

Previous Registrations

• 2017-11-02 → 2024-06-14
  Securities America Advisors, Inc.
  Atlanta, TX
• 2007-11-07 → 2017-11-02
  Invest Financial Corporation
  Atlanta, TX
  Quitman, TX
  Prosper, TX
• 2005-03-21 → 2007-11-08
  Securities America Advisors, Inc.
  Dallas, TX
• 2004-11-08 → 2005-01-10
  Ameriprise Financial Services, Llc
  Richardson, TX

Other Businesses

1. Outside Insurance - Various Fixed, Health, Life Position: Agent Nature: Outside Insurance - Various Fixed, Health, Life Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 06/04/2008 Address: 514 W Main St, Atlanta TX 75551 2. Medicare BackOffice Position: Referral Agent Nature: Referral agent for Medicare BackOffice to assist clients in with Medicare Supplement and Medicare Prescription Drug plans Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 11/25/2014 Address: 514 W Main St, Atlanta TX 75551 3. DYLAN THOMPSON WEALTH MANAGEMENT POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/18/2026 ADDRESS: 514 W. Main St, Atlanta TX 75551, United States DESCRIPTION: Utilizing DTWM LLC for tax purposes and as a DBA 4. ATLANTA HOSPITAL AUTHORITY POSITION: Board Member NATURE: The purpose of Atlanta Hospital Authority shall be: A. To support and furnish facilities, and to assist the members of the Medical Staff as they provide diagnosis; medical, surgical and hospital care; outpatient care and other hospital and medically related services to sick, injured, or disabled persons without regard to race, creed, color, sex, or national origin. B. To provide appropriate facilities to best serve the needs of patients; to improve the standards of health care in the community, to encourage education and training of the hospital and medical staff members and to maintain a high quality of patient care within available resources. C. To participate in, so far as hospital policy, circumstances and available funds may warrant, any activity designed and carried on to promote the general health of the community. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/17/2021 ADDRESS: 1007 South William, Atlanta TX 75551 DESCRIPTION: The Board shall be delegated responsibilities for the functions below. These responsibilities and obligations shall include, but are not limited to:1. Responsibility to review and approve the financial statements of Atlanta Hospital Authority.2. Responsibility to review with the Lessee the long-range plan for the Hospital.

Exams

• S66 Uniform Combined State Law Examination
  2004-11-05

Other Names

• Dylan Thompson