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RIA / WealthAdvisorChartered Financial Consultant42 years in industry

LEILAND DAVID OVERSON

Advisor at OVERSON ADVISORY GROUP

MESA, AZ

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Search this name across graphsid dfx:ria:584820a3-6922-6395-7ca2-ffd0c59fd81a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jul 27, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OVERSON ADVISORY GROUP
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 20, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: Jun 20, 1984
First registration: Jul 27, 2005
Dual registered: no
Other names: DAVID OVERSON
IAPD individual key: 1253784

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OVERSON ADVISORY GROUP	State registered	Jan 1, 2013	n/a	yes	MESA, AZ	Current employment
SYNERGY INVESTMENT GROUP, LLC	Former SEC adviser	May 8, 2012	Dec 31, 2012	no	KANNAPOLIS, NC	Previous registration
STERNE AGEE ASSET MANAGEMENT, INC.	Former SEC adviser	Mar 22, 2012	Apr 25, 2012	no	MESA, AZ	Previous registration
SYNERGY INVESTMENT GROUP, LLC	Former SEC adviser	Dec 16, 2008	Mar 7, 2012	no	CHARLOTTE, NC\|MESA, AZ	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jan 1, 2007	Jul 29, 2008	no	CHESTERFIELD, MO\|MESA, AZ	Previous registration
FFP ADVISORY SERVICES INC	n/a	Mar 28, 2006	Jan 1, 2007	no	MESA, AZ	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Jul 27, 2005	Mar 20, 2006	no	MESA, AZ\|MESA, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SYNERGY INVESTMENT GROUP, LLC	OVERSON ADVISORY GROUP	Dec 31, 2012	Jan 1, 2013	1	Firm change	Other
STERNE AGEE ASSET MANAGEMENT, INC.	SYNERGY INVESTMENT GROUP, LLC	Apr 25, 2012	May 8, 2012	13	Firm change	Other
SYNERGY INVESTMENT GROUP, LLC	STERNE AGEE ASSET MANAGEMENT, INC.	Mar 7, 2012	Mar 22, 2012	15	Firm change	Other
FIRST ALLIED ADVISORY SERVICES, INC.	SYNERGY INVESTMENT GROUP, LLC	Jul 29, 2008	Dec 16, 2008	140	Firm change	Other
FFP ADVISORY SERVICES INC	FIRST ALLIED ADVISORY SERVICES, INC.	Jan 1, 2007	Jan 1, 2007	0	Bulk transfer	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	FFP ADVISORY SERVICES INC	Mar 20, 2006	Mar 28, 2006	8	Firm change	Other

Relationships

Registered with (6)

→ OVERSON ADVISORY GROUPRegistered adviserregistration: current employment
Jan 1, 2013 to presentfactForm ADV
→ SYNERGY INVESTMENT GROUP, LLCRegistered adviserregistration: previous registration
May 8, 2012 to Dec 31, 2012factForm ADV
→ STERNE AGEE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 22, 2012 to Apr 25, 2012factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jan 1, 2007 to Jul 29, 2008factForm ADV
→ FFP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Mar 28, 2006 to Jan 1, 2007factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 27, 2005 to Mar 20, 2006factForm ADV

Dated events

No dated event names this entity yet.