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Kristy Renee Lungwitz

Osaic Wealth, Inc.

Peachtree Corners, GA

Atlanta, GA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-01-19
  • GA RA
    APPROVED
    Since 2024-01-19

Branch Locations

Peachtree Corners, GA • United States

303 Perimeter Center North Suite 300, Atlanta, GA 30346 • 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
Woodbury Financial Services, Inc Atlanta GA 03/2011 01/2024
Osaic Wealth, Inc. Atlanta GA 01/2024 Present
  • 03/2011 → 01/2024
    Woodbury Financial Services, Inc
    Atlanta, GA
  • 01/2024 → Present
    Osaic Wealth, Inc.
    Atlanta, GA
Previous Registrations
  • 2012-02-07 → 2024-01-19
    Woodbury Financial Services, Inc.
    Atlanta, GA
    Atlanta, GA
    Milton, GA
    Atlanta, GA
    Milton, GA
Other Businesses

1. US PLANNING GROUP INC POSITION: Practice Relationship Managerger NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2018 ADDRESS: 303 Perimeter Center North, Suite 300, Atlanta GA 30346, United States DESCRIPTION: Administrative

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-07
S63 Uniform Securities Agent State Law Examination 2003-02-13
  • S65 Uniform Investment Adviser Law Examination
    2011-09-07
  • S63 Uniform Securities Agent State Law Examination
    2003-02-13
Other Names
  • Kristy Renee Amadeo
  • Kristy R Lungwitz

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.

Other Investors

DANIEL HOWARD BARRACLIFF
MARK PERDUE MILLER
RONALD JOSEPH HUCK
Jared C Nelson
LAURENCE MICHAEL WAJSMAN
Marcelo C Hernandez
Lucas Walker Hopkins
Bryan Scott Glover

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Peachtree Corners, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Norcross, GA
LPL FINANCIAL LLC · PEACHTREE CORNERS, GA
W&S BROKERAGE SERVICES, INC. · Peachtree Corner, GA
WELLS FARGO CLEARING SERVICES, LLC · NORCROSS, GA
KESTRA ADVISORY SERVICES, LLC · Peachtree Corners, GA
KESTRA ADVISORY SERVICES, LLC · Peachtree Corner, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Norcross, GA

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