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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-08 |
Branch Locations
18850 103Rd Ave Sw Suite 121, Vashon Island, WA 98070 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-14 |
Branch Locations
18850 103Rd Ave Sw Suite 121, Vashon Island, WA 98070 • 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 |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 01/2014 | 11/2020 |
| Securities America, Inc. | Vashon Island | WA | 11/2020 | 06/2024 |
| Securities America Advisors, Inc. | Vashon Island | WA | 11/2020 | 06/2024 |
| Arbor Point Advisors | Vashon Island | WA | 11/2020 | 11/2024 |
| Osaic Wealth, Inc. | Vashon Island | WA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. DBA - Basecamp Investments 2. JT SHEFFIELD INDUSTRIAL PARK POSITION: Vice-Chair NATURE: Condo Association INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2024 ADDRESS: 18850 103rd Ave SW, Vashon WA 98070, United States DESCRIPTION: I own my office space as part of the JTSIP Condo Association and have been elected to join the board of directors as the Vice-chair starting November 5th of 2024. I will be responsible for running board meetings and attending various committee meetings. 3. FIFTHBENCH, LLC POSITION: Owner NATURE: Real estate LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2025 ADDRESS: 15133 Westside Hwy SW, Vashon WA 98070, United States DESCRIPTION: Manage rental units and company books.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-03 |
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