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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 |
| FL | RA | APPROVED | 2024-11-08 |
| ID | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
2945 Townsgate Rd Suite 200, Westlake Village, CA 91361 • 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 |
| FL | RA | APPROVED | 2024-06-14 |
| ID | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
2829 Townsgate Rd Suite 315, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-10 |
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