Best Investors Account Sign in
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
FL RA APPROVED 2024-11-08
ID RA APPROVED 2024-11-08
TX RA APPROVED 2024-11-08
  • CA RA
    APPROVED
    Since 2024-11-08
  • FL RA
    APPROVED
    Since 2024-11-08
  • ID RA
    APPROVED
    Since 2024-11-08
  • TX RA
    APPROVED
    Since 2024-11-08

Branch Locations

2945 Townsgate Rd Suite 200, Westlake Village, CA 91361 • 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
FL RA APPROVED 2024-06-14
ID RA APPROVED 2024-06-14
TX RA APPROVED 2024-06-14
  • CA RA
    APPROVED
    Since 2024-06-14
  • FL RA
    APPROVED
    Since 2024-06-14
  • ID RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED
    Since 2024-06-14

Branch Locations

2829 Townsgate Rd Suite 315, Westlake Village, CA 91361 • 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 - Ryan Badger Calabasas CA 03/2014 Present
Securities America Inc Westlake Village CA 04/2016 06/2024
Securities America Advisors Westlake Village CA 04/2016 06/2024
Arbor Point Advisors Westlake Village CA 04/2016 11/2024
Osaic Wealth, Inc. Westlake Village CA 06/2024 Present
Osaic Wealth, Inc. Westlake Village CA 06/2024 Present
Osaic Advisory Services, Llc Atlanta GA 11/2024 Present
  • 03/2014 → Present
    Independent Insurance - Ryan Badger
    Calabasas, CA
  • 04/2016 → 06/2024
    Securities America Inc
    Westlake Village, CA
  • 04/2016 → 06/2024
    Securities America Advisors
    Westlake Village, CA
  • 04/2016 → 11/2024
    Arbor Point Advisors
    Westlake Village, CA
  • 06/2024 → Present
    Westlake Village, CA
  • 06/2024 → Present
    Westlake Village, CA
  • 11/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2016-04-26 → 2024-11-08
    Arbor Point Advisors
    Westlake Village, CA
  • 2016-04-26 → 2024-06-14
    Securities America Advisors, Inc.
    Westlake Village, CA
  • 2014-02-18 → 2016-04-26
    American Financial Network Advisory Services, Llc
    Los Angeles, CA
  • 2010-07-27 → 2014-09-23
    Securities America Advisors, Inc.
    Calabasas, CA
Other Businesses

1. SABRE FINANCIAL SERVICES, LLC. POSITION: Vice President NATURE: Operating Entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/22/2016 ADDRESS: 2829 Townsgate Rd., Suite 315, Westlake Village CA 91361, United States DESCRIPTION: DBA is utilized for conducting Investment Advice, Financial Planning, Insurance, and Corporate Consulting 2. INSURANCE POSITION: Producer NATURE: Fixed insurance business; long term care and disability INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 05/02/2016 ADDRESS: 2829 Townsgate Rd., Suite 315, Westlake Village CA 91361, United States DESCRIPTION: Offering of fixed insurance products 3. 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. Suite 315, Westlake Village CA 91361, United States DESCRIPTION: Sub-lease of previous address of our registered branch location starting 05/01/2025.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-10
  • S66 Uniform Combined State Law Examination
    2009-08-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake Village, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor