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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
1836 The Strand Unit B, Hermosa Beach, CA 90254 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
Redondo Beach, CA • United States
1836 The Strand Unit B, Hermosa Beach, CA 90254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Randall L. King | Redondo Beach | CA | 08/1981 | Present |
| Securities America, Inc. | Torrance | CA | 07/2005 | 06/2024 |
| Securities America Advisors, Inc. | Torrance | CA | 07/2005 | 06/2024 |
| Arbor Point Advisors | Torrance | CA | 02/2017 | 11/2024 |
| Osaic Wealth, Inc. | Torrance | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Torrance | CA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. DBA: SABRE Financial Services 2. POA POSITION: passive NATURE: I am mentioned in my sister's estate planning documents (Sheri Lynn Ward) as POA. She is a client of the firm I work with, SABRE Financial Services. She is a SABRE client, with assets at Charles Schwab. None of her accounts are serviced by me. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2023 ADDRESS: 613 S Broadway #3, Redondo Beach CA 90277 DESCRIPTION: No activities performed currently. In the event my sister is unable to take care of her affairs either through death to disability, I will serve under the terms of the POA 3. PICACHO FINANCIAL CONSULTING LLC POSITION: Senior Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/29/2025 ADDRESS: 1836 The Strand, Unit B, Hermosa Beach CA 90254, United States DESCRIPTION: Investment advisory and Financial Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-20 |
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