Owen David Atkison

Current Employers

Employment History

• 02/2022 → 02/2023
  Harvest Investment Services
  Indianapolis, IN
• 03/2023 → 04/2023
  Midwest Deferred Compensation Specialists, Llc
  Indianapolis, IN
• 08/2019 → 02/2022
  University Of Indianapolis
  Indianapolis, IN
• 08/2015 → 06/2019
  Franklin Community High School
  Franklin, IN
• 04/2023 → Present
  Gwn Securities, Inc
  Palm Beach Gardens, FL

Other Businesses

LIFE & HEALTH INSURANCE POSITION: Agent NATURE: Sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/15/2023 ADDRESS: 1525 South Shelby Street, Indianapolis IN 46203, United States DESCRIPTION: Enroll clients in various insurance products from life insurance to annuities Midwest Deferred Compensation Services, LLC. POSITION: Agent NATURE: Sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/01/2023 ADDRESS: 1525 South Shelby Street, Indianapolis IN 46203, United States DESCRIPTION: Enrolling retirement plans participants, meeting with clients to discuss current allocations, suitability, customer service, clerical functions Hybrid commission and salary Business name: Intuit Turbo Tax, Business Address: 11 Municipal Drive Fishers IN 46038, Position Held: Tax Specialist, Expected annual income: 7500, Compensation Type: Other, Hours Per Month: 80, Hours Per Month Trading: 0, Involvement status: ACTIVE, Start: 2026-01-12, End: 2026-05-15, Activity description: Preparing tax returns and assisting self-preparers with Turbo Tax software, Investment Related?: NO, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : NO, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): N/A Business name: Atkison Financial Services, Business Address: 1525 Shelby St Indianapolis, IN 46203, Position Held: President, Expected annual income: 3000, Compensation Type: Other, Hours Per Month: 8, Hours Per Month Trading: 0, Involvement status: ACTIVE, Start: 2026-03-01, Activity description: Tax prep, Investment Related?: NO, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : NO, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): PTIN

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-03-27
• S65 Uniform Investment Adviser Law Examination
  2023-03-13