William Dana Webb

Current Employers

Employment History

• 01/2014 → 06/2024
  Securities America Inc
  Omaha, NE
• 01/2014 → 11/2024
  Arbor Point Advisors
  Omaha, NE
• 01/2014 → Present
  Fortress Wealth Advisors
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2014-01-17 → 2024-11-08
  Arbor Point Advisors
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 1994-03-12 → 2014-01-15
  Manarin Investment Counsel Ltd
  Omaha, NE
  San Juan, PR

Other Businesses

1. FORTRESS WEALTH ADVISORS - DBA 2. FORTRESS WEALTH ADVISORS POSITION: Investment Advisor Representative NATURE: DBA as a Sole Proprietorship - no longer incorporated with the state. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/17/2014 ADDRESS: 14301 FNB Parkway, Ste 206, Omaha NE 68154, United States DESCRIPTION: The name is solely used as a DBA name for our securities business of which I assist people with their financial investments, retirement planning and all securities related planning. I give advice/recommendations/execution of securities to my clients. 3. NOTARY POSITION: RIA NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/14/2014 ADDRESS: 14301 FNB Parkway, Suite #206, Omaha NE 68154, United States DESCRIPTION: I am a Notary and only provide this service to my clients at no charge. 4. INSURANCE POSITION: Agent NATURE: DBA only-no longer incorporated in the state INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/14/2014 ADDRESS: 14301 FNB Parkway, Suite #206, Omaha NE 68154, United States DESCRIPTION: I only have the license so that I can hold annuities that are transferred in. I do not sell any insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-05
• S63 Uniform Securities Agent State Law Examination
  1992-11-23

Other Names

• Dana Webb