Fred Ross Rhoads

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2021-06-07

ID RA
APPROVED

Since 2021-06-07

Branch Locations

5604 N Eddy Place, Garden City, ID 83714 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Waddell & Reed, Inc.	Kennewick	WA	08/2009	04/2021
Various Insurance Carriers For W&R Insurance Agencies	Boise	ID	08/2009	04/2021
Royal Alliance	Boise	ID	06/2021	Present
Pacific Capital Resource Group	Boise	ID	05/2021	Present

08/2009 → 04/2021

Waddell & Reed, Inc.

Kennewick, WA
08/2009 → 04/2021

Various Insurance Carriers For W&R Insurance Agencies

Boise, ID
06/2021 → Present

Royal Alliance

Boise, ID
05/2021 → Present

Pacific Capital Resource Group

Boise, ID

Previous Registrations

2009-08-28 → 2021-04-30

Waddell & Reed

Idaho Falls, ID

Seattle, WA

Kennewick, WA

Rock Springs, WY

Seattle, WA

Lewiston, ID

Twin Falls, ID

Boise, ID
1997-11-17 → 2009-06-11

Pruco Securities, Llc.

Fresno, CA

Las Vegas, NV

Other Businesses

1. PACIFIC CAPITAL RESOURCE GROUP POSITION: Insurance Agent NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 06/07/2021 ADDRESS: 10900 NE 4th St., suite 2300 #2413, Bellevue WA 98004, United States DESCRIPTION: Life, Disability, LTC, and Health Insurance sales 2. ADVISORY RESOURCE GROUP LLC POSITION: VP of Talent Acquisition NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 02/08/2023 ADDRESS: 10900 NE 4th St., suite 2300 #2413, Bellevue WA 98004, United States DESCRIPTION: insurance marketing, advisor acquisition

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-08-28
S63	Uniform Securities Agent State Law Examination	1988-10-29

S65 Uniform Investment Adviser Law Examination

1997-08-28
S63 Uniform Securities Agent State Law Examination

1988-10-29

Other Names

Fred Rhoads

View on SEC IAPD