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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-19 |
| CA | RA | APPROVED | 2024-11-08 |
Branch Locations
3170 Crow Canyon Place Suite 105, San Ramon, CA 94583 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omni-Prestige Insurance Services Inc | San Ramon | CA | 05/1997 | Present |
| Foothill Securities, Inc. | San Ramon | CA | 01/2004 | 12/2016 |
| Securities America, Inc. | San Ramon | CA | 12/2016 | 06/2024 |
| Arbor Point Advisors | San Ramon | CA | 12/2016 | 11/2024 |
| Foothill Securities, Inc. | Santa Clara | CA | 12/2016 | 12/2016 |
| Osaic Wealth, Inc. | San Ramon | CA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
OMNI-PRESTIGE INSURANCE SERVICES, INC. POSITION: President NATURE: Insurance services INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 05/01/1997 ADDRESS: 3170 Crow Canyon Place, Ste. 105, San Ramon CA 94583, United States DESCRIPTION: Sales of life insurance and employee benefits (medical, dental, vision, life and disability insurance), and long-term care.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-25 |
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