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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
1836 The Strand Unit B, Hermosa Beach, CA 90254 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
5049 Edwards Ranch Rd. 4Th Floor, Fort Worth , TX 76109 • United States
1836 The Strand Unit B, Hermosa Beach, CA 90254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance - Ari Fidler | Calabasas | CA | 01/2013 | Present |
| Securities America Advisors | Torrance | CA | 04/2016 | 06/2024 |
| Securities America Inc | Torrance | CA | 04/2016 | 06/2024 |
| Arbor Point Advisors | Torrance | CA | 04/2016 | 11/2024 |
| Osaic Wealth, Inc. | Torrance | CA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. SABRE FINANCIAL SERVICES, LLC POSITION: Member NATURE: SABRE Financial Services, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 2829 Townsgate Rd Ste 315 Westlake Village CA 91361 DESCRIPTION: Sub-lease of previous address of our registered branch location starting 5/1/2025 2. INSURANCE POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 3 START DATE: 05/02/2016 ADDRESS: 1836 The Strand, Unit B, Hermosa Beach CA 90278, United States DESCRIPTION: Fixed Life Insurance, Long Term Care, Disability & Annuities 3. PICACHO FINANCIAL CONSULTING LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 09/03/2025 ADDRESS: 1836 The Strand, unit b, Hermosa Beach CA 90254, United States DESCRIPTION: Investment advisory and financial services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-23 |
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