Philip Andrew Kaye-Skinner

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → Present
  Securities America Inc
  La Vista, NE
• 06/2014 → Present
  Securities America Advisors
  La Vista, NE
• 09/2014 → Present
  Arbor Point Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2014-09-12 → 2024-11-08
  Arbor Point Advisors
  La Vista, NE
  Omaha, NE
  Lavista, NE
• 2014-06-24 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
  Omaha, NE
  La Vista, NE
• 2013-09-04 → 2014-02-17
  Securities America Advisors, Inc.
  La Vista, NE
• 2010-11-19 → 2013-09-03
  Equitable Advisors, Llc
  Omaha, NE

Other Businesses

***SECURITIES AMERICA ADVISORS INVESTMENT ADVISORY - IAR - Investment Related - LOCATED AT 12325 PORT GRACE BLVD LA VISTA, NE - BEGINNING 6/2014 - LESS THAN 1% TIME SPENT ***ARBOR POINT POSITION: RIA NATURE: INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2014 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: Through my affiliation and licensure with Securities America as a Series 24 holder and in my administrative and training roles I have been affiliated with both SAA and Arbor Point. ***AK-S LIGHTING AND SOUND DESIGN POSITION: Designer NATURE: Freelance theatrical lighting and sound design. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2020 ADDRESS: 14518 Penny Ct, Plattsmouth NE 68048 DESCRIPTION: Providing freelance theatrical lighting and sound designs for local theatres, both schools and private theatres. ***FOOD ADVENTURING POSITION: Ghost Writer NATURE: Ghost writing a food blog for/with my wife. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 02/19/2018 ADDRESS: 14518 Penny Ct, Plattsmouth NE 68048 DESCRIPTION: Post photos and write descriptions of foods made by my wife, including recipes. ***REV. P. ANDREW KAYE-SKINNER POSITION: Minister NATURE: I will be officiating a friend's wedding as minister. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/29/2015 ADDRESS: 14518 Penny Ct, Plattsmouth NE 68048 DESCRIPTION: I will be officiating a wedding.

Exams

• S66 Uniform Combined State Law Examination
  2010-11-17

Other Names

• Philip A Kaye-Skinner
• Andrew Kaye-Skinner