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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-11-08
TX RA APPROVED 2024-11-08
  • ID RA
    APPROVED
    Since 2024-11-08
  • TX RA
    APPROVED
    Since 2024-11-08

Branch Locations

1414 E Center St, Pocatello, ID 83201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Financial Advisors Llc Pocatello ID 11/2010 05/2019
Cetera Advisors Llc Denver CO 12/2013 05/2019
John Koyle Financial Llc Denver CO 06/2016 Present
Jt Investments Denver CO 07/2017 Present
Kms Financial Services, Inc Seattle WA 05/2019 11/2020
Red Cedar Wealth Pocatello ID 05/2019 Present
Securities America, Inc. Pocatello ID 11/2020 06/2024
Arbor Point Advisors Pocatello ID 11/2020 11/2024
Osaic Wealth, Inc. Pocatello ID 06/2024 Present
Osaic Advisory Services, Llc Atlanta GA 11/2024 Present
  • 11/2010 → 05/2019
    Cornerstone Financial Advisors Llc
    Pocatello, ID
  • 12/2013 → 05/2019
    Cetera Advisors Llc
    Denver, CO
  • 06/2016 → Present
    John Koyle Financial Llc
    Denver, CO
  • 07/2017 → Present
    Jt Investments
    Denver, CO
  • 05/2019 → 11/2020
    Kms Financial Services, Inc
    Seattle, WA
  • 05/2019 → Present
    Red Cedar Wealth
    Pocatello, ID
  • 11/2020 → 06/2024
    Securities America, Inc.
    Pocatello, ID
  • 11/2020 → 11/2024
    Arbor Point Advisors
    Pocatello, ID
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Pocatello, ID
  • 11/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2020-11-06 → 2024-11-08
    Arbor Point Advisors
    Pocatello, ID
    Pocatello, ID
  • 2019-05-28 → 2020-11-06
    Kms Financial Services, Inc.
    Pocatello, ID
    Seattle, WA
  • 2013-12-06 → 2019-05-31
    Cetera Advisors Llc
    Greenwood Village, CO
    Pocatello, ID
    Overland Park, KS
  • 2010-11-15 → 2013-12-09
    Pocatello, ID
  • 2002-04-09 → 2010-11-12
    Pocatello, ID
    Pocatello, ID
Other Businesses

**RED CEDAR WEALTH POSITION: Reg Rep NATURE: Red Cedar Wealth Advisors to sell investment related business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2019 ADDRESS: 1414 E Center St, Pocatello ID 83201 DESCRIPTION: Financial Advisor **JOHN KOYLE FINANCIAL POSITION: owner NATURE: Holding company for the advisory practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2010 ADDRESS: 1414 E Center St , POCATELLO ID 83201 DESCRIPTION: it is a holding company **JT INVESTMENTS POSITION: owner NATURE: it is a holding company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2016 ADDRESS: 1414 E Center St , POCATELLO ID 83201 DESCRIPTION: it is used to pay bills. **ARBOR POINT ADVISORS POSITION: financial advisor NATURE: Providing investment related advice and service INVESTMENT RELATED: No NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 200 START DATE: 11/06/2020 ADDRESS: 12325 Port Grace Blv, La Vista NE 68128 DESCRIPTION: The holding company is used to pay bills. **DBA - Red Cedar Wealth Advisors **CENTER STREET PARTNERS POSITION: owner NATURE: holding company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 1414 E Center St, Pocatello ID 83201 DESCRIPTION: Center Street Partners owns the building that our advisory practice resides in.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-13
  • S66 Uniform Combined State Law Examination
    2001-07-13

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