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Leiland David Overson

Overson Advisory Group

Mesa, AZ

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Current Employers
Overson Advisory Group

2500 South Power Road Suite 111, Mesa, AZ 85209 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2013-01-01
  • AZ RA
    APPROVED
    Since 2013-01-01

Branch Locations

2500 South Power Road Suite 111, Mesa, AZ 85209 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Overson Advisory Group Llc Mesa AZ 09/2012 Present
Overson Tax Advisory, Inc. Mesa AZ 04/2005 Present
Overson Rauguth Llc Mesa AZ 02/2005 Present
  • 09/2012 → Present
    Overson Advisory Group Llc
    Mesa, AZ
  • 04/2005 → Present
    Overson Tax Advisory, Inc.
    Mesa, AZ
  • 02/2005 → Present
    Overson Rauguth Llc
    Mesa, AZ
Previous Registrations
  • 2012-05-08 → 2012-12-31
    Kannapolis, NC
  • 2012-03-22 → 2012-04-25
    Intl Advisory Consultants Inc.
    Mesa, AZ
  • 2008-12-16 → 2012-03-07
    Charlotte, NC
    Mesa, AZ
  • 2007-01-01 → 2008-07-29
    First Allied Advisory Services, Inc.
    Chesterfield, MO
    Mesa, AZ
  • 2006-03-28 → 2007-01-01
    Ffp Advisory Services Inc
    Mesa, AZ
  • 2005-07-27 → 2006-03-20
    Raymond James Financial Services, Inc.
    Mesa, AZ
    Mesa, AZ
Other Businesses

OVERSON TAX ADVISORY, INC.; INVESTMENT RELATED; MESA, AZ; INSURANCE PRODUCTS SALES AND SERVICES AND TAX PREPARATION; PRESIDENT/INSURANCE AGENT; MAY 2005; APPROXIMATELY 50% OF TIME SPENT ON THIS ACTIVITY. OVERSON RAUGUTH LLC; NON-INVESTMENT RELATED; OWNERSHIP OF OFFICE BUILING; MESA, AZ; START DATE 02/2005

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-06-20
  • S63 Uniform Securities Agent State Law Examination
    1984-06-20
Designations
Other Names
  • David Overson

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