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Sabin Berg Alibrandi

Osaic Wealth, Inc.

Capitola, CA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-14
TX RA APPROVED 2024-06-14
  • CA RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED
    Since 2024-06-14

Branch Locations

521 Capitola Ave, Capitola, CA 95010 • 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
Cetera Advisors Llc Denver CO 11/2013 10/2018
Securities America, Inc. Capitola CA 10/2018 06/2024
Securities America Advisors Capitola CA 10/2018 06/2024
Osaic Wealth, Inc. Capitola CA 06/2024 Present
Osaic Wealth, Inc. Capitola CA 06/2024 Present
  • 11/2013 → 10/2018
    Cetera Advisors Llc
    Denver, CO
  • 10/2018 → 06/2024
    Securities America, Inc.
    Capitola, CA
  • 10/2018 → 06/2024
    Securities America Advisors
    Capitola, CA
  • 06/2024 → Present
    Capitola, CA
  • 06/2024 → Present
    Capitola, CA
Previous Registrations
  • 2018-11-28 → 2024-06-14
    Securities America Advisors, Inc.
    Capitola, CA
  • 2013-11-04 → 2018-11-27
    Cetera Advisors Llc
    San Jose, CA
    Mountain View, CA
    Santa Cruz, CA
  • 2013-08-30 → 2013-12-31
    C U Financial Partners, Llc
    Campbell, CA
  • 2008-04-28 → 2013-11-01
    Foothill Securities, Inc.
    San Jose, CA
    Milpitas, CA
    Capitola, CA
    Mountain View, CA
    Soquel, CA
    Campbell, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    Soquel, CA
    Moffett Field, CA
    San Jose, CA
    San Jose, CA
    Sunnyvale, CA
    Santa Clara, CA
  • 2009-03-23 → 2011-08-22
    C U Financial Partners, Llc
    Campbell, CA
Other Businesses

**n/a Position: Agent - Nature: Life Insurance - Investment Related: No - Hours: 1 Securities Trading Hours: 1 - Start Date: 08/01/2004 Address: 521 Capitola Ave, Capitola CA 95010 **BA Holdings, LLC Position: Managing Partner - Nature: Business Holding Company - Investment Related: Yes - Hours: 1 - Securities Trading Hours: 1 - Start Date: 08/01/2018 Address: 521 Capitola Ave, Capitola CA 95010 **Securities America Advisory Position: Advisor - Nature: Advisory - Investment Related: Yes - Hours: 80 Securities Trading Hours: 4 - Start Date: 11/01/2018 - Address: 521 Capitola Ave, Capitola CA 95010 **Alibrandi Family Trust Position: Owner - Nature: Investment Real Estate - Investment Related: Yes Hours: 1 - Securities Trading Hours: 1 - Start Date: 03/01/2011 Address: 4111 Cherryvale Avenue, Soquel CA 95073 **Burroughs-Braley-Alibrandi Wealth Management - DBA **RE PROPERTY IN MY TRUST POSITION: Owner/ Landlord NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 556 A Street, Hollister CA 95023 DESCRIPTION: Bought a Tri-plex Rental Property 10/1/2020. Receive rental income from tenants. **SANTA CRUZ COUNTY LACROSSE POSITION: Treasurer NATURE: Volunteer Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/06/2022 ADDRESS: PO Box 1258, Santa Cruz CA 95061 DESCRIPTION: Treasurer, maintaining books and records **DBA - Beach House Wealth Management **KELLER WILLIAMS/ALAN WANG REALTY GROUP POSITION: Referral Agent NATURE: Referral Agent INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 2520 Mission College BLVD, Suite 102, Santa Clara CA 95054 DESCRIPTION: A place to hang my RE license. Referral Agent **BA REAL ESTATE HOLDINGS, LLC POSITION: Managing Partner NATURE: This is an LLC that our office building, brokerage account and checking account is held under. We will also continue to add property as we purchase it over time. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2025 ADDRESS: 521 Capitola Ave, Capitola CA 95010, United States DESCRIPTION: Manage bills of property. **POWER OF ATTORNEY THOMAS C. ALIBRANDI TRUST POSITION: Trustee NATURE: My father suffers from Alzheimer's and I manage some of his finances on his behalf INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2025 ADDRESS: 521 Capitola Avenue, Capitola CA 95010, United States DESCRIPTION: I manage some of my Father's finances as he is aging and suffers from Alzheimer's.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-02
S63 Uniform Securities Agent State Law Examination 2005-01-13
  • S66 Uniform Combined State Law Examination
    2008-04-02
  • S63 Uniform Securities Agent State Law Examination
    2005-01-13
Designations

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