Sandy L Dorson

Current Employers

Employment History

• 12/2008 → 04/2018
  Cambridge Investment Research, Inc
  Fairfield, IA
• 02/2013 → 10/2017
  Lawing Financial, Inc
  Overland Park, KS
• 07/2017 → 07/2019
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 04/2018 → 07/2019
  Private Client Services
  Louisville, KY
• 07/2019 → 06/2021
  Voya Financial Advisors, Inc.
  Columbia, MO
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2024 → Present
  Sandy Dorson Wealth Management Llc
  Columbia, MO
• 10/2024 → Present
  New Franklin R-1 Schools
  New Franklin, MO

Previous Registrations

• 2019-07-30 → 2021-06-09
  Voya Financial Advisors, Inc.
  Columbia, MO
  Houston, TX
• 2017-08-01 → 2019-08-07
  Prime Capital Financial
  Columbia, MO
  Overland Park, KS
• 2013-02-19 → 2017-10-16
  Lawing Financial Inc
  Boonville, MO
  Overland Park, KS
  Columbia, MO

Other Businesses

1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 3610 BUTTONWOOD DR STE 310; COLUMBIA; MO; 65201; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/26/2019; 160; 160; SALE OF FIXED INSURANCE PRODUCTS. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2023, APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: SANDY DORSON WEALTH MANAGEMENT LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT AND FINANCIAL SERVICES, START DATE: 07/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: LLC FOR TAX PURPOSES AND DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: NEW FRANKLIN R-1 SCHOOLS; INVESTMENT RELATED: NO; ADDRESS: 412 W BROADWAY NEW FRANKLIN, MO 65274; NATURE OF BUSINESS: SPORTS SCORE KEEPER; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: OFFICIAL SCORE KEEPER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: KEEP BASKETBALL SCORE BOOK FOR HOME GAMES FOR JUNIOR, HIGH SCHOOL GAMES; 5. NAME OF OTHER BUSINESS: BNI SHOW ME REFERRALS, INVESTMENT RELATED: NO, ADDRESS: 5045 CHAPEL HILL ROAD, COLUMBIA, MO 65203, NATURE OF BUSINESS: NETWORKING, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL SERVICES ADVISOR/MEMBER, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: 2, BRIEF DESCRIPTION OF DUTIES: ENGAGE EACH WEEK WITH THE GROUP ASKING FOR REFERRALS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-04
• S63 Uniform Securities Agent State Law Examination
  2009-06-04

Other Names

• Sandy Lynn Atkinson