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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-14 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Tempe | AZ | 03/2003 | 02/2019 |
| Raymond James Financial Services, Inc. | Tempe | AZ | 02/2019 | 01/2021 |
| Raymond James Financial Services Advisors, Inc. | Tempe | AZ | 02/2019 | 01/2021 |
| Desert Financial Credit Union | Tempe | AZ | 03/2003 | 01/2021 |
| Desert Financial Wealth Management | Tempe | AZ | 02/2019 | 01/2021 |
| Securities America, Inc. | Scottsdale | AZ | 02/2021 | 06/2024 |
| Securities America Advisors | Scottsdale | AZ | 02/2021 | 06/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 06/2024 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 06/2024 | Present |
1. EDWARD MCLELLAN POSITION: sales NATURE: the sale of fixed annuities and fixed life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2022 ADDRESS: 16562 N. 105th St., Scottsdale AZ 85255, United States DESCRIPTION: the sale of fixed annuities and fixed life insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-25 |
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