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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED_RES | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services Inc | Seattle | WA | 07/2012 | 11/2020 |
| Securities America, Inc. | Lewiston | ID | 11/2020 | 06/2024 |
| Arbor Point Advisors | Lewiston | ID | 11/2020 | 11/2024 |
| Osaic Wealth, Inc. | Lewiston | ID | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. CA FINANCIAL SERVICES POSITION: Financial Advisor NATURE: CA Financial Services is an OBA from which investment services are offered through Securities America, Inc and Arbor Point Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/15/2013 ADDRESS: 828 8th Avenue, Lewiston ID 83501 DESCRIPTION: Providing investment advisory services to my clients and helping to monitor their progress toward their financial goals. 2. CLEARWATER FINANCIAL PLANNING, LLC POSITION: Owner/Manager NATURE: Limited Liability Company to add further protections to business operations and provide an entity to get paid for Advisory business from Arbor Point Advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2020 ADDRESS: 1222 Prospect Avenue, Lewiston ID 83501 DESCRIPTION: Clearwater Financial Planning, LLC will receive all advisory fee investment income from TD Ameritrade that is sent to Arbor Point Advisors. No commission related investment income will be sent to this LLC. 3. DBA - CA Financial Services 4. LEWIS CLARK STATE COLLEGE FOUNDATION POSITION: Board Member NATURE: Non-Profit College Scholarship Foundation INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2013 ADDRESS: 500 8th Avenue, Lewiston ID 83501 DESCRIPTION: Perform monitoring of investments recommended by D.A. Davidson, the Foundation's investment manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-05 |
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