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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 | 2023-11-03 |
Branch Locations
2 Embardero Center 8Th Floor, San Francisco, CA 94111 • United States
238 East Market Street, Daly City, CA 94014 • United States
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 |
|---|---|---|---|---|
| Fsc Securities Corp | Atlanta | GA | 05/2016 | 11/2023 |
| Osaic Wealth, Inc. | Daly City | CA | 11/2023 | Present |
1) SELF POSITION: owner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2015 ADDRESS: 238 East Market st, Daly City CA 94014, United States DESCRIPTION: collecting rent from tenant 2) CLIFF LIANG POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2017 ADDRESS: 238 E Market St Daly City CA 94014 DESCRIPTION: help people enroll in a health insurance policy
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-27 |
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