Shane Austin Hamashige

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → Present
  Securities America Inc.
  Westlake Village, CA
• 09/2016 → Present
  Sabre Financial Services, Llc
  Westlake Village, CA
• 08/2015 → 05/2017
  California State University- Northridge
  Los Angeles, CA
• 07/2019 → Present
  Securities America Advisors
  Westlake Village, CA
• 07/2019 → 11/2024
  Arbor Point Advisors
  Westlake Village, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Westlake Village, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Westlake Village, CA
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2019-07-24 → 2024-11-08
  Arbor Point Advisors
  Westlake Village, CA
• 2019-07-18 → 2024-06-14
  Securities America Advisors, Inc.
  Westlake Village, CA

Other Businesses

***SABRE Financial Services, LLC- DBA ***SECURITIES AMERICA ADVISORS (SAA) POSITION: Financial Advisor NATURE: Investment Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 07/18/2019 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: Investment Advice, Financial Planning, Insurance, Corporate Consulting ***ARBOR POINT ADVISORS (APA) POSITION: Financial Advisor NATURE: Investment Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 90 START DATE: 07/24/2019 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: Fee based account management. Financial Planning and investment advice. ***RISK MANAGEMENT AND INSURANCE SERVICES POSITION: Insurance and Annuity Sales and Service NATURE: Fixed insurance and annuity business: life, LTC, & DI, and fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 2945 Townsgate Rd, Suite 200, WESTLAKE VILLAGE CA 91361 DESCRIPTION: Fixed insurance and annuity business for clients: life, LTC, & DI, and fixed annuities ***SABRE FINANCIAL SERVICES, LLC POSITION: Member, Advisor NATURE: Operating Entity INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 12/01/2016 ADDRESS: 2945 Townsgate RD, Suite 200, Westlake Village CA 91361 DESCRIPTION: Operating Entity

Exams

• S66 Uniform Combined State Law Examination
  2018-01-12

Designations

• Certified Financial Planner