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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 | 2024-11-08 |
Branch Locations
12396 World Trade Drive Suite 310, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | San Diego | CA | 09/2007 | Present |
| Michael B. Gallion | San Diego | CA | 08/2005 | Present |
| One Degree Advisors, Inc. | San Diego | CA | 04/2014 | Present |
| Arbor Point Advisors | San Diego | CA | 03/2016 | 11/2024 |
| Osaic Wealth, Inc. | San Diego | CA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
***TEACHER POSITION: Teach NATURE: Teaching educational material related to financial planning and investing through a local adult school. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/23/2016 ADDRESS: 13626 Twin Peaks Road, Poway CA 92064 DESCRIPTION: I will be teaching classes related to the topic of financial planning and investing to adults who sign up for a paid course through Poway Adult School. ***INSURANCE POSITION: Agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - LOCATED AT12396 World Trade Dr #310 San Diego, CA 92128- 1% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2016 ADDRESS: 12396 World Trade Dr, #310, San Diego CA 92128 DESCRIPTION: Insurance can have investment-like characteristics and be considered part of a clients investment strategy even if not a registered investment product ***ARBOR POINT ADVISORS POSITION: IAR NATURE: ARBOR POINT ADVISORS- IAR- INVESTMENT ADVISORY-INVESTMENT RELATED- START DATE: 3/2016 LOCATED AT12396 World Trade Dr. #310 San Diego, CA 92128 INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 03/01/2016 ADDRESS: 12396 World Trade Dr, #310, San Diego CA 92128 DESCRIPTION: I'm an Investment Advisor Representative under the RIA of Arbor Point Advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-19 |
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