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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-08 |
| SC | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network | Dunkirk | MD | 01/2010 | 09/2020 |
| Securities America, Inc. | Myrtle Beach | SC | 09/2020 | Present |
| Arbor Point Advisors | Myrtle Beach | SC | 09/2020 | 11/2024 |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
ARBOR POINT ADVISORS POSITION: Invest adviser representative NATURE: Fee based money management INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 09/18/2020 ADDRESS: 2024 AYERSHIRE LANE MYRTLE BEACH, SC 29575. DESCRIPTION: Fee based money management through Fidelity IWS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-29 |
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