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James John Bizzarro

Osaic Wealth, Inc.

Alpharetta, GA

CRD 2865257

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-14
  • GA RA
    APPROVED
    Since 2024-06-14

Branch Locations

Alpharetta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America Inc Omaha NE 10/1999 06/2024
Securities America Advisors, Inc. Alpharetta GA 10/2000 06/2024
Osaic Wealth, Inc. Alpharetta GA 06/2024 Present
  • 10/1999 → 06/2024
    Securities America Inc
    Omaha, NE
  • 10/2000 → 06/2024
    Securities America Advisors, Inc.
    Alpharetta, GA
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Alpharetta, GA
Previous Registrations
  • 2003-01-17 → 2024-06-14
    Securities America Advisors, Inc.
    Alpharetta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-06
S63 Uniform Securities Agent State Law Examination 1997-04-23
  • S65 Uniform Investment Adviser Law Examination
    1999-12-06
  • S63 Uniform Securities Agent State Law Examination
    1997-04-23

View on SEC IAPD

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