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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-31 |
| FL | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life | Minneapolis | MN | 07/2012 | Present |
| Questar Capital Corporation | Minneapolis | MN | 07/2012 | Present |
| Questar Asset Management | Minneapolis | MN | 07/2012 | Present |
| Questar Capital Corporation | Minneapolis | MN | 07/2012 | Present |
| Woodbury Financial Services, Inc. | Winter Springs | FL | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Winter Springs | FL | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Sanford | FL | 01/2024 | Present |
1) RW CAIRNS PHOTOGRAPHY POSITION: photographer NATURE: Photographic services. Which includes image capture, editing and printing. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2015 ADDRESS: 630 Sylvan Reserve Cove, Sanford FL 32771 DESCRIPTION: Taking/editing and printing pictures. 2) ROBERT CAIRNS POSITION: Agent NATURE: Fixed Life, Annuity and Disability Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 10/02/1989 ADDRESS: 600 North Lake Blvd 160, Suite 2017, Altamonte Springs FL 32701 DESCRIPTION: Sell life insurance to clients in need. 3) ROBERT CAIRNS POSITION: owner NATURE: rental real estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/15/2015 ADDRESS: 630 Sylvan Reserve Cove, Sanford FL 32771, United States DESCRIPTION: 2 rental apartments 4) HOPE AND UNITY FOUNDATION POSITION: director/board member NATURE: Charitable giving INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 10831 Old Mill Rd, ste 200b, Omaha NE 68154, United States DESCRIPTION: research to assist in aligning gifts/donations with organizations that match the wishes of the donors. connecting other charitable organizations with each other. 5) ONE MILLION WELLS POSITION: Director and Admin Advancement Officer NATURE: providing water in third world countries by digging wells, they provide the equipment and the training to teams in country. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2026 ADDRESS: 5100 Poplar Ave, ste 2700, Memphis TN 38137, United States DESCRIPTION: Raise public awareness, digging wells, training locals to use the equipment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-31 |
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