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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinellas County Supervisor Of Elections Office | Largo | FL | 08/2006 | Present |
| Signator Investors, Inc. | St. Petersburg | FL | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | St. Petersburg | FL | 11/2018 | Present |
1) PINELLAS COUNTY SUPERVISOR OF ELECTIONS POSITION: Poll Worker NATURE: Government INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/25/2022 ADDRESS: 13001 Starkey Road, Largo FL 33773, United States DESCRIPTION: Poll worker at local precinct for primary and general elections
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-05 |
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