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Kevin James O'DAy

Spc

Mapleton, UT

Ann Arbor, MI

CRD 1080867

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Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-03-09
  • UT RA
    APPROVED
    Since 2021-03-09

Branch Locations

Mapleton, UT • United States

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spc Ann Arbor MI 01/2013 Present
Ltci Strategic Partners, Llc Mapleton UT 02/2010 Present
Parkland Securities, Llc Ann Arbor MI 08/2014 Present
  • 01/2013 → Present
    Ann Arbor, MI
  • 02/2010 → Present
    Ltci Strategic Partners, Llc
    Mapleton, UT
  • 08/2014 → Present
    Parkland Securities, Llc
    Ann Arbor, MI
Previous Registrations
Other Businesses

1. DBA: "THE O'DAY GROUP", OFFERING SECURITIES PRODUCTS THROUGH PARKLAND SECURITIES, LLC. 2. LTCI STRATEGIC PARTNERS LLC, 3548 S MAPLETON ESTATES DR MAPLETON, UT 84664, CATEGORY: INSURANCE & INVESTMENT-RELATED, OFFERING LTC & LIFE INSURANCE SERVICING TO EXISTING POLICY HOLDERS, HOURS PER MONTH: 5 3. PARTNERS FOR LIFE (NOT A DBA BUT A SERVICE MARK AND MARKETING NAME FOR LTCI STRATEGIC PARTNERS, LLC). START DATE: 6/1/15. APPROX 20-80 HRS/MO WITH 80% DURING MARKET HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-07-30
  • S63 Uniform Securities Agent State Law Examination
    1984-07-30
Designations
  • Certified Financial Planner
Other Names
  • Kevin James Oday

View on SEC IAPD

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