Aaron Oborn

Current Employers

Employment History

• 07/2015 → 06/2019
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → 06/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 07/2019 → 01/2021
  Td Ameritrade, Inc.
  Roseville, CA
• 11/2020 → 03/2021
  Yalecrest Capital Management Llc
  Henderson, NV
• 05/2021 → 11/2021
  Wells Fargo Clearing Services, Llc
  Henderson, NV
• 03/2021 → 10/2021
  Wells Fargo Bank, Na
  Henderson, NV
• 05/2022 → Present
  Concorde Investment Services, Llc
  Ann Arbor, MI
• 10/2021 → Present
  Remax
  Las Vegas, NV
• 06/2022 → 11/2025
  Bangerter Financial Services, Inc.
  Roseville, MN
• 10/2021 → Present
  Usha
  Boulder City, NV
• 07/2019 → 12/2020
  Td Ameritrade Investment Management, Llc
  Roseville, CA
• 03/2016 → 07/2018
  Stategic Advisers Llc
  Sacramento, CA
• 05/2023 → 01/2025
  Concorde Asset Management
  Ann Arbor, MI

Previous Registrations

• 2022-06-14 → 2026-01-06
  Bangerter Financial Services, Inc.
  Roseville, CA
  Boulder City, NV
• 2023-06-02 → 2025-01-17
  Concorde Asset Management, Llc
  Boulder City, NV
  Roseville L, CA
• 2021-05-17 → 2021-11-05
  Wells Fargo Clearing Services, Llc
  Las Vegas, NV
  Henderson, NV
• 2019-07-12 → 2021-01-11
  Td Ameritrade, Inc.
  Roseville, CA
• 2019-07-12 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Roseville, CA
• 2018-07-13 → 2019-06-12
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-03-08 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
  Sacramento, CA

Other Businesses

1) ReMax Commercial Solutions, Investment related, Las Vegas, NV. Commerical Real Estate Brokering, Managing Director. commericial real estate sales/lease/purchase/development/property management, referrals. Start date: March 2022. 1-5 hours/month during non trading hours, 11-20 during trading hours. 2) HST, Non investment related, 1016 Woodacre Drive, Boulder City, NV 89005, Agent, health insurance sales, Start date 10/31/2022, 6-10 hours/month during non trading hours, 1-5 hours/month during trading hours. 3) Oborn Properties LLC, Non Investment related, Boulder City NV, LLC is not being used for any purpose presently, Member, Start date 10/01/2021, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 4) Lakeview Management Services LLC, Non Investment related, S-Corp for tax filing, no business is conducted, Manager, Statrt date 01/2/2023. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 5) KOA Financial Group. Investment related, Boulder City, NV. Advisor & Partner, providing financial planning for clients. Start date 04/22/2025. 21-40 hours/month during trading hours, 6-10 hours/month during non-trading hours. 6) Lakeview Management Services, Non-Investment Related. Sales & installation of solar panels on residential/commercial buildings. Boulder City, NV. Salesman, start date: 07/21/2025. 1-5 hours/month during non-trading hours, 1-5 hours/month during trading hours. 7) Concorde Asset Management. Investment-related. Financial planning, investment planning, and asset management with clients. Boulder City, NV. Investment Advisor. Start date: 11/2025. 6-10 hours/month during non-trading hours, 11-20 hours/month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-04
• S63 Uniform Securities Agent State Law Examination
  2015-07-17

Other Names

• Aaron Dana Oborn
• Aaron Oborn