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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
TX RA APPROVED 2024-11-08
  • CA RA
    APPROVED
    Since 2024-11-08
  • TX RA
    APPROVED
    Since 2024-11-08

Branch Locations

Poway, CA • United States

12396 World Trade Drive Suite 310, San Diego, CA 92128 • 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
Labrum Wealth Management, Llc Carlsbad CA 07/2015 12/2017
Securities America, Inc. San Diego CA 01/2018 Present
Arbor Point Advisors San Diego CA 01/2018 Present
Osaic Advisory Services, Llc Atlanta GA 11/2024 Present
  • 07/2015 → 12/2017
    Labrum Wealth Management, Llc
    Carlsbad, CA
  • 01/2018 → Present
    Securities America, Inc.
    San Diego, CA
  • 01/2018 → Present
    Arbor Point Advisors
    San Diego, CA
  • 11/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2024-11-08
    Arbor Point Advisors
    San Diego, CA
  • 2015-08-07 → 2018-01-02
    Labrum Wealth Management, Llc
    San Diego, CA
    Carlsbad, CA
  • 2013-07-26 → 2015-07-29
    Sbr Financial Group
    San Diego, CA
  • 2009-01-16 → 2013-07-17
    Securities America Advisors, Inc.
    San Diego, CA
  • 2006-08-07 → 2009-01-21
    First Command Brokerage Services, Inc.
    San Diego, CA
Other Businesses

**DBA: Syktich Financial, LLC **FIG TREE MINISTRIES POSITION: Board Member/Secretary NATURE: Fig Tree Ministries (FTM) FTM will offer Christian, faith-based web (online) content to the general public. The website will contain written articles and videos covering a myriad of Biblically-Based subject matter. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2018 ADDRESS: 4613 Alabama Street, #1, San Diego CA 92116, United States DESCRIPTION: Vested with the management of the business and affairs of the corporation. The Secretary shall keep a true and accurate record of all meetings, including business meetings of the corporation. He shall perform clerical duties, and shall be the custodian of all legal documents. **ARBOR POINT ADVISORS POSITION: Agent NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2018 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128, United States DESCRIPTION: Adviosry services **Warrior Foundation Freedom Station POSITION: Board Member NATURE: Warrior Foundation Freedom Station's mission is to be the leading force in assisting, honoring and supporting the military men and women who have so bravely served and sacrificed for our country. We are committed to providing our warriors with quality-of-life items, support services and transitional housing designed to assist them and their families during recovery. Warrior Foundation Freedom Station assists four main groups of warriors: The seriously injured returning home from war; Those suffering from post-traumatic stress (PTS) and/or traumatic brain injury (TBI); Those undergoing physical or occupational therapy and Transitioning warriors who have been medically retired and remain in our community INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/18/2022 ADDRESS: 1223 1/2 28th Street; Unit A San Diego, CA 92102

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-04-30
S65 Uniform Investment Adviser Law Examination 2006-08-04
  • S63 Uniform Securities Agent State Law Examination
    2018-04-30
  • S65 Uniform Investment Adviser Law Examination
    2006-08-04
Other Names
  • Chris Syktich

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