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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-09 |
| TX | RA | APPROVED | 2018-11-02 |
Branch Locations
2600 North Central Expressway Suite 925, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Plano | TX | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Plano | TX | 11/2018 | Present |
1. CURE FINANCIAL POSITION: Agent NATURE: Sell if fixed life insurance and annuities products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/30/1990 ADDRESS: 1255 W 15th Street, Suite 250, Plano TX 75075, United States DESCRIPTION: sales and marketing of fixed insurance products. 2. ELMO E CURE JR & ASSOC INC POSITION: President/owner NATURE: C-corporation which handles fixed insurance products and brokerage services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/30/1990 ADDRESS: 1255 W. 15th Street, Suite 250, Plano TX 75074, United States DESCRIPTION: Sales & marketing of insurance products to a licensed insurance agents. Handle the corporate books.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-22 |
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