William Agan

Current Employers

Employment History

• 08/2015 → 03/2022
  Securities America Inc
  La Vista, NE
• 08/2015 → 03/2022
  Securities America Advisors
  La Vista, NE
• 03/2018 → 03/2022
  Ladenburg Thalmann & Co.
  New York, NY
• 07/2022 → 07/2023
  Stifel
  St Louis, MO
• 03/2022 → 07/2022
  Unemployed
  Omaha, NE
• 08/2023 → 06/2024
  Securities America, Inc.
  Garden City, NY
• 08/2023 → 06/2024
  Securities America Advisors
  Garden City, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Garden City, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Garden City, NY

Previous Registrations

• 2023-08-22 → 2024-06-14
  Securities America Advisors, Inc.
  Garden City, NY
• 2022-07-28 → 2023-08-14
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO
• 2015-09-02 → 2022-03-28
  Securities America Advisors, Inc.
  La Vista, NE
  Omaha, NE
  La Vista, NE
• 2007-07-06 → 2015-08-20
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2007-07-06 → 2015-08-20
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Omaha, NE
• 2007-04-19 → 2007-07-03
  Thrivent Investment Management Inc.
  Johnston, IA
  Glenwood, IA

Other Businesses

***TSG FINANCIAL POSITION: Account Manager NATURE: I am also working for Security America Advisors (SAA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2023 ADDRESS: 310 Old Country Road, Suite 250, Garden City NY 11530 DESCRIPTION: Employer Plan Account Manager ***RISK STRATEGIES POSITION: Account Manager NATURE: I work for Risk Strategies Corp which uses SAI (Osaic) for their B/D - RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/07/2023 ADDRESS: 12325 Port Grace BLVD, LaVista NE 68116 DESCRIPTION: I am an account manager for 401(k) plans. I do not work in an advisory capacity.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-18

Other Names

• Bo Agan
• William Edward Agan
• William Edward Agan