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CRD 4380045
Osaic Institutions, Inc. CRD 35371
$6.49B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-11-30 |
Branch Locations
One Bayport Way, Newport News, VA 23606 • United States
3205 Virginia Beach Blvd., Virginia Beach, VA 23452 • United States
5028 George Washington Memorial Hwy, Yorktown, VA 23692 • United States
1290 Smithfield Plaza, Smithfield, VA 23430 • United States
3711 Huntington Avenue, Newport News, VA 23607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bayport Credit Union | Newport News | VA | 05/2005 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 05/2005 | 11/2023 |
| Osaic Institutions, Inc. | Meriden | CT | 11/2023 | Present |
1.) Grace Financial LLC. Yes, investment related. Educational/Informational. Owner. Started May 2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-08 |
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