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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2014-06-04 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth | Scottsdale | AZ | 10/2005 | Present |
14200 W VILLAGE PARKWAY TRUST POSITION: 1 of 2 Trustors/Trustees NATURE: Not a business, a home we own is placed in a trust for estate purposes where I am one of two trustors/trustees INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2023 ADDRESS: 14200 W Village Parkway, Unit 2124, Litchfield Park AZ 85340, United States DESCRIPTION: Maintain the trust according to trustor/trustee intensions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-30 |
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