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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
21250 Hawthorne Blvd Suite 540, Torrance, CA 90503 • 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
21250 Hawthorne Blvd Suite 540, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sabre Financial Services | Torrance | CA | 09/2017 | 06/2019 |
| Securities America, Inc. | Torrance | CA | 06/2019 | 06/2024 |
| Hilliger Llc | Agoura Hills | CA | 11/2016 | 05/2017 |
| Student | Thousand Oaks | CA | 05/2017 | 09/2017 |
| Securities America Advisors | Torrance | CA | 01/2020 | 06/2024 |
| 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. CALIFORNIA INSURANCE LICENSE POSITION: Non Producing NATURE: California Insurance License INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/19/2020 ADDRESS: 21250 Hawthorne Blvd. Suite 540, Torrance CA 90503DESCRIPTION: Was granted CA insurance License. 2. COORDINATED ASSISTANCE NETWORK/ FOUNDATION FOR FINANCIAL PLANNING POSITION: Volunteer NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2025 ADDRESS: 2519 N McMullen Booth, Suite 510, Clearwater FL 33761, United States DESCRIPTION: Providing "financial coaching" to Veteran's and their families; budgeting, savings basics, etc 3. SABRE FINANCIAL SERVICES, LLC POSITION: Corporate Consulting Manager | Financial Advisor NATURE: Operating entity: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 01/23/2019 ADDRESS: 2945 Townsgate Rd., Suite 200, Westlake Village CA 91361, United States DESCRIPTION: DBA utilized to assist financial professionals, and SABRE clients in their communication, interactions, and advising with clients of the firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-24 |
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