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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 |
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
12396 World Trade Drive Suite 310, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
**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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2006-08-04 |
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