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Geoffery Keith Forsyth

Osaic Wealth, Inc.

Columbia, SC

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-09-25
SC RA APPROVED 2024-06-14
  • NC RA
    APPROVED
    Since 2024-09-25
  • SC RA
    APPROVED
    Since 2024-06-14

Branch Locations

3924 Forest Dr, Ste 1, Columbia, SC 29204 • 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
OrganizationCityStateFromTo
Lpl Columbia SC 01/2013 04/2023
South Carolina Bank & Trust Columbia SC 01/2013 04/2023
Securities America, Inc. Columbia SC 04/2023 06/2024
Securities America Advisors Columbia SC 04/2023 06/2024
Osaic Wealth, Inc. Columbia SC 06/2024 Present
Osaic Wealth, Inc. Columbia SC 06/2024 Present
  • 01/2013 → 04/2023
    Lpl
    Columbia, SC
  • 01/2013 → 04/2023
    South Carolina Bank & Trust
    Columbia, SC
  • 04/2023 → 06/2024
    Securities America, Inc.
    Columbia, SC
  • 04/2023 → 06/2024
    Securities America Advisors
    Columbia, SC
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Columbia, SC
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Columbia, SC
Previous Registrations
  • 2023-04-21 → 2024-06-14
    Securities America Advisors, Inc.
    Columbia, SC
  • 2013-01-07 → 2023-04-28
    Lpl Financial Llc
    Columbia, SC
    Orangeburg, SC
    St. George, SC
    Harleyville, SC
    Elloree, SC
    Santee, SC
    Norway, SC
    Denmark, SC
    Bamberg, SC
    Orangeburg, SC
    Orangeburg, SC
    Lexington, SC
    Cayce, SC
    Columbia, SC
    Columbia, SC
    Irmo, SC
    Lake City, SC
    Florence, SC
    Columbia, SC
  • 2012-09-28 → 2013-01-16
    Janney Montgomery Scott Llc
    Columbia, SC
  • 2009-06-01 → 2012-10-05
    Morgan Stanley
    Columbia, SC
  • 2007-12-20 → 2009-06-01
    Citigroup Global Markets Inc.
    Columbia, SC
Other Businesses

GEOFFERY FORSYTH POSITION: Insurance sales NATURE: Insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 04/17/2023 ADDRESS: 3924 Forest Drive, Columbia SC 29204 DESCRIPTION: Insurance sales. DBA - Investment House on Forest

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-07
  • S66 Uniform Combined State Law Examination
    2007-12-07
Other Names
  • Geoffery K. Forsyth

View on SEC IAPD

Other Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
APOLLON WEALTH MANAGEMENT, LLC
ABACUS PLANNING GROUP, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PARK AVENUE SECURITIES LLC
EDWARD JONES
CAPITAL CONSULTING GROUP, INC
BEERS KIGHT FINANCIAL ADVISORS, LLC

Other Investors

STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES
DAVID SAMUEL PALKOVITZ
CHARLES BAYS FLOWERS
SUSAN AMICK MCCANTS
XIMENA ALEXANDRA CHASTAIN
CORINNE SHERIDAN HANNA

Other Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBIA, SC
PARK AVENUE SECURITIES LLC · COLUMBIA, SC
EDWARD JONES · COLUMBIA, SC
CAPITAL CONSULTING GROUP, INC · COLUMBIA, SC
BEERS KIGHT FINANCIAL ADVISORS, LLC · COLUMBIA, SC

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