Philip Robert Hedrick

Current Employers

Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2024-11-08
TX	RA	APPROVED_RES	2024-11-08

ID RA
APPROVED

Since 2024-11-08
TX RA
APPROVED_RES

Since 2024-11-08

Branch Locations

2051 N Main St Suite 202, Coeur D'aLene, ID 83814 • United States

Disclosures

3 disclosure categories 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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Northwest Capital Management Inc	Lakewood	WA	01/1992	Present
Kms Financial Services, Inc	Seattle	WA	07/2011	11/2020
Securities America, Inc.	Sandpoint	ID	11/2020	06/2024
Arbor Point Advisors	Sandpoint	ID	11/2020	11/2024
Osaic Wealth, Inc.	Sandpoint	ID	06/2024	Present
Osaic Advisory Services, Llc	Atlanta	GA	11/2024	Present

01/1992 → Present

Northwest Capital Management Inc

Lakewood, WA
07/2011 → 11/2020

Kms Financial Services, Inc

Seattle, WA
11/2020 → 06/2024

Securities America, Inc.

Sandpoint, ID
11/2020 → 11/2024

Arbor Point Advisors

Sandpoint, ID
06/2024 → Present

Osaic Wealth, Inc.

Sandpoint, ID
11/2024 → Present

Osaic Advisory Services, Llc

Atlanta, GA

Previous Registrations

2020-11-06 → 2024-11-08

Arbor Point Advisors

Sandpoint, ID
2011-07-27 → 2020-11-06

Kms Financial Services, Inc.

Sandpoint, ID

Seattle, WA
2011-06-30 → 2011-07-06

Kms Financial Services, Inc.

Sandpoint, ID
2003-01-06 → 2011-06-30

Pacific West Financial Consultants Inc

Tacoma, WA

Lakewood, WA
1992-12-28 → 2002-12-31

Northwest Capital Management, Inc.

Lakewood, WA

Other Businesses

***ARBOR POINT POSITION: IAR NATURE: Financial Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 08/31/2020 ADDRESS: 409 N. Monroe Avenue, Sandpoint ID 83864, United States DESCRIPTION: Portfolio Management, (Charles Schwab, Inc. custodian. Daily Monitoring of all accounts.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-07-19
S65	Uniform Investment Adviser Law Examination	1992-12-05

S63 Uniform Securities Agent State Law Examination

1999-07-19
S65 Uniform Investment Adviser Law Examination

1992-12-05

View on SEC IAPD