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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
2945 Townsgate Rd Suite 200, Westlake Village, CA 91361 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
2201 Spinks Rd #242, Flower Mound, TX 75022 • United States
2829 Townsgate Rd Suite 315, Westlake Village, CA 91361 • United States
5049 Edwards Ranch Road Floor 4, Fort Worth, TX 76109 • United States
21250 Hawthorne Blvd Suite 540, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance - Blair Van Buren | Calabasas | CA | 08/2003 | Present |
| Osaic Wealth, Inc. | Torrance | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Torrance | CA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
| Arbor Point Advisors | Westlake Village | CA | 04/2016 | 11/2024 |
| Securities America Inc | Westlake Village | CA | 04/2016 | 06/2024 |
| Securities America Advisors | Westlake Village | CA | 04/2016 | 06/2024 |
1. RENTAL PROPERTIES POSITION: Joint Owner NATURE: Own & Manage Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/11/2011 ADDRESS: 34 Cinnamon Lane, Rancho Palos Verdes CA 90275 DESCRIPTION: Own and manage rental properties with my wife, dad, and step-mom 2. RISK MANAGEMENT & INSURANCE SERVICES POSITION: insurance & annuity sales and service NATURE: Fixed insurance and annuity business: life, LTC, & DI, and fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 12/31/2004 ADDRESS: 2945 Townsgate Road, Suite 200, Westlake Village CA 91361 DESCRIPTION: Fixed insurance and annuity business for clients: life, LTC, & DI, and fixed annuities 3. SABRE FINANCIAL SERVICES, LLC POSITION: Member; President NATURE: Operating Entity INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/25/2016 ADDRESS: 2945 Townsgate Road, Suite 200, Westlake Village CA 91361 DESCRIPTION: Operating Entity 4. THE ELKS LODGE POSITION: member NATURE: The Elks Lodge - social club INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 1748 Cumbre Drive, San Pedro CA 90732 DESCRIPTION: member 5. SABRE FINANCIAL SERVICES, LLC POSITION: Managing Member NATURE: SABRE Financial Services, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 2829 Townsgate Toad, Suite 315, Westlake Village CA 91361, United States DESCRIPTION: Sub-lease of previous address of our registered branch location starting 05/01/2025 6. SABRE FINANCIAL SERVICES, LLC POSITION: Managing Member; President NATURE: Operating Entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/25/2016 ADDRESS: 2829 Townsgate Road, Suite 315, Westlake Village CA 91361, United States DESCRIPTION: We use the LLC as our operating entity. The name is used as a DBA name for our securities business of which I assist people with their financial planning, retirement planning and all securities related business. I give advice/recommendations/execution of securities to my clients. 7. RISK MANAGEMENT & INSURANCE SERVICES POSITION: insurance & annuity sales and service NATURE: Fixed insurance and annuity business: life, LTC, & DI, and fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 12/31/2004 ADDRESS: 2829 Townsgate Road, Suite 315, Westlake Village CA 91361, United States DESCRIPTION: Fixed insurance and annuity business for clients: life, LTC, & DI, and fixed annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-03 |
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