Gregory Bruce Weaver

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 06/2024
  Securities America, Inc
  Tracy, CA
• 04/2012 → 06/2024
  Securities America Advisors, Inc.
  Sacramento, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Tracy, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Tracy, CA

Previous Registrations

• 2012-04-27 → 2024-06-14
  Securities America Advisors, Inc.
  Sacramento, CA
  Tracy, CA
  Tracy, CA
• 2004-02-27 → 2012-05-01
  Valic Financial Advisors, Inc.
  Oakland, CA
  San Mateo, CA

Other Businesses

1. SINGLE-FAMILY RENTAL HOME POSITION: RENTAL MANAGER NATURE: FAMILY OWNED SINGLE-FAMILY RENTAL HOME INVESTMENT RELATED: YES NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/23/2013 ADDRESS: 17367 FERNDALE STREET, LATHROP CA 95330 2. SINGLE-FAMILY RENTAL HOME POSITION: RENTAL MANAGER NATURE: SINGLE FAMILY RENTAL HOME INVESTMENT RELATED: YES NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/2013 ADDRESS: 163 LAURIANA LANE, TRACY CA 95376 3. SINGLE-FAMILY RENTAL HOME POSITION: RENTAL MANAGER NATURE: MANAGER OF FAMILY OWNED SINGLE-FAMILY RENTALHOME INVESTMENT RELATED: YES NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 1/2013 ADDRESS: 1391 HEATHERFIELD WAY, TRACY CA 95376 4. RESIDENTIAL SINGLE FAMILY RENTAL HOME POSITION: rental manager NATURE: single family rental home INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2008 ADDRESS: 2092 Penny Lane, Tracy CA 95377 DESCRIPTION: Family owned rental home which I manage. Duties include all those associated with renting & maintaining a single family residence. 5. FIXED LIFE INS SALES POSITION: insurance sales NATURE: fixed life sales. through imo INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/21/2015 ADDRESS: 2392 Omega Ct, Tracy CA 95377 DESCRIPTION: As part of comprehensive financial planning we conduct a risk analysis of clients' current insurance coverages and evaluate any potential risk exposures that may be present for the client. If there is a certain risk exposure that we can help mitigate or problem we can helpsolvethrough insurance, we utilize insurance to benefit the client. Furthermore, we continuously review our clients' insurance coverages and risk exposuresto make sure that they remain adequately covered as their lives and their needs change.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-26
• S63 Uniform Securities Agent State Law Examination
  1998-05-27

Other Names

• Greg Weaver