Steven Lynn Martin

Current Employers

Employment History

• 11/2003 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 11/2003 → 06/2024
  Securities America Advisors, Inc.
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2003-12-05 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
  Omaha, NE
• 2000-06-13 → 2003-11-26
  Veravest Investment Advisors, Inc.
  Omaha, NE

Other Businesses

1. THROUGH RIVER CITY FINANCIAL GROUP, LLC POSITION: servicing rep NATURE: CINCINNATI LIFE FIXED ANNUITY SALES AGENT 1% TIME SPENT. I am just servicing existing contracts. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2013 ADDRESS: 13520 California Street, Suite 210, Omaha NE 68154 DESCRIPTION: service existing Cincinnati Life Fixed Annuities. Less than 10 contracts. 2. RIVER CITY FINANCIAL GROUP, LLC POSITION: Manager NATURE: RIVER CITY FINANCIAL GROUP LLC -INSURANCE SALES -MANAGER- 10% TIME SPENT-INVESTMENT RELATED-START DATE 2/2003-LOCATED AT 13520 CALIFORNIA STREET SUITE 210 OMAHA NE 68154 United States INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1985 ADDRESS: 13520 California Street, Suite 210, Omaha NE 68154, United States DESCRIPTION: Use this business identity to market life insurance, LTC, health ins. 3. RIVER CITY FINANCIAL GROUP, LLC POSITION: Manager of River City Financial Group, LLC NATURE: Osaic Wealth, Inc.- Investment Advisory-IAR-Investment Related-Start date: 6-17-2024- Located at 13520 California Street, Suite 210 Omaha, NE 68154, United States INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/17/2024 ADDRESS: 13520 California Street, Suite 210, Omaha NE 68154, United States DESCRIPTION: Insurance sales Rental Income

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-21
• S63 Uniform Securities Agent State Law Examination
  1995-12-28

Designations