Edward Ira Albrecht

Current Employers

Employment History

• 12/2013 → 09/2023
  Sagepoint Financial
  Westlake Village, CA
• 09/2023 → 10/2023
  Osaic Wealth, Inc.
  Newbury Park, CA
• 12/2022 → Present
  City Of Calabasas
  Calabasas, CA
• 10/2023 → Present
  Kestra Investments Services, Llc
  Calabasas, CA
• 10/2023 → Present
  Kestra Advisory Services, Llc
  Calabasas, CA

Previous Registrations

• 2023-09-01 → 2023-10-08
  Osaic Wealth, Inc.
  Calabasas, CA
  Newbury Park, CA
• 2014-02-04 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Newbury Park, CA
  Calabasas, CA
• 2011-02-10 → 2014-01-02
  Msi Financial Services, Inc.
  Woodland Hills, CA
  Westlake Village, CA

Other Businesses

Business Name: KESTRA ADVISORY SERVICES POSITION: Self NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2023 ADDRESS: 3323 Old Conejo Rd, Thousand Oaks CA 91320 DESCRIPTION: Help employees select appropriate health related plans and on-board new hires. Business Name: FINANCIAL POINTE/KESTRA INVESTMENT SERVICES POSITION: Registered Rep NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 124 START DATE: 10/03/2023 ADDRESS: 3323 Old Conejo Rd, Thousand Oaks CA 91320 DESCRIPTION: BD activities Name: EDWARD ALBRECHT POSITION: City Councilman NATURE: Calabasas California City Government as publicly elected Councilman INVESTMENT RELATED: No # OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2023 ADDRESS: 22754 Carsamba Dr, Calabasas CA 91302, United States DESCRIPTION: Policy and decision maker for the government of the City of Calabasas. Not involved in any way with financial decisions or recommendations, this falls to the CFO and City Manager. No access to funds or signing authority for financial matters. Attend council meetings twice a month and provide my expertise and input as a 30 year resident regarding non-financial policy decisions and proclamations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-08
• S63 Uniform Securities Agent State Law Examination
  2002-04-06