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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2014 | 11/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2014 | 11/2023 |
| American Portfolios Financial Services, Inc. | Suffern | NY | 01/2024 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1) INDEPENDENT INSURANCE AGENT, 20 OLD NYACK TPKE STE 104, NANUET, NY, 12/2014, FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 0HRS/YR, 0HRS/TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-10 |
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