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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-19 |
Branch Locations
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Sharpsburg | GA | 01/2013 | 01/2024 |
| Osaic Wealth, Inc. | Tyrone | GA | 01/2024 | Present |
1. LIFE HOLDINS II LLC. POSITION: Treasurer NATURE: THE LLC. is a holdding company created by Guy Williams and I to hold investments purchased such as life policies and real estate. We plan to purchase,not for resale, some permanent life policies which we will pay premiums on and aventually collect death proceeds, and some rental properties as the opportunity arises. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2014 ADDRESS: 483 North Cedar Creekk Road, Cordele GA 31015, United States DESCRIPTION: My duties consist of record keeping and paying expenses General accounting 2. WADDELL POSITION: Agent NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1991 ADDRESS: 287 Bob Smith Road, Sharpsburg, GA 30277, United States DESCRIPTION: Insurance agent for fixed life insurance and similar fixed products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-20 |
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