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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-08
TX RA APPROVED 2024-11-08
  • CA RA
    APPROVED
    Since 2024-11-08
  • TX RA
    APPROVED
    Since 2024-11-08

Branch Locations

1836 The Strand Unit B, Hermosa Beach, CA 90254 • United States

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

5049 Edwards Ranch Rd. 4Th Floor, Fort Worth , TX 76109 • United States

1836 The Strand Unit B, Hermosa Beach, CA 90254 • 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
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
  • 01/2013 → Present
    Independent Insurance - Ari Fidler
    Calabasas, CA
  • 04/2016 → 06/2024
    Securities America Advisors
    Torrance, CA
  • 04/2016 → 06/2024
    Securities America Inc
    Torrance, CA
  • 04/2016 → 11/2024
    Arbor Point Advisors
    Torrance, CA
  • 06/2024 → Present
    Torrance, CA
  • 11/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2016-04-25 → 2024-11-08
    Arbor Point Advisors
    Westlake Village, CA
    Torrance, CA
    Torrance, CA
  • 2016-04-25 → 2024-06-14
    Securities America Advisors, Inc.
    Westlake Village, CA
    Torrance, CA
    Torrance, CA
  • 2013-05-20 → 2016-04-26
    American Financial Network Advisory Services, Llc
    Los Angeles, CA
  • 2010-10-12 → 2014-09-23
    Securities America Advisors, Inc.
    Calabasas, CA
  • 2007-09-07 → 2007-10-02
    St Louis, MO
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-23
  • S66 Uniform Combined State Law Examination
    2007-08-23
Designations
Other Names
  • Armand Fidler
  • Ari Fidler

View on SEC IAPD

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