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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_RES | 2024-11-08 |
Branch Locations
12636 High Bluff Drive Suite 400, San Diego, CA 92130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | San Diego | CA | 01/2015 | 06/2024 |
| Arbor Point Advisors | San Diego | CA | 01/2015 | 11/2024 |
| Osaic Wealth, Inc. | San Diego | CA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. CAPITAL INCOME ADVISORS POSITION: DBA NATURE: DBA - Capital Income Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 02/01/2015 ADDRESS: 12636 High Bluff Dr #400, San Diego CA 92130, United States DESCRIPTION: DBA 2. INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/20/2004 ADDRESS: 12636 High Bluff Dr #400, San Diego CA 92130, United States DESCRIPTION: Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-30 |
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