Joelle D Spear

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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-07
MA	RA	APPROVED	2025-08-06

TX RA
APPROVED

Since 2025-11-07
MA RA
APPROVED

Since 2025-08-06

Branch Locations

Stow, MA • United States

111 Speen St. 2Nd Fl., Framingham, MA 01701 • 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

Organization	City	State	From	To
Canby Financial Advisors	Framingham	MA	04/2014	Present
Commonwealth Financial Network	Waltham	MA	03/2014	08/2025
Osaic Wealth	Framingham	MA	08/2025	Present

04/2014 → Present

Canby Financial Advisors

Framingham, MA
03/2014 → 08/2025

Commonwealth Financial Network

Waltham, MA
08/2025 → Present

Osaic Wealth

Framingham, MA

Previous Registrations

2014-07-01 → 2025-08-07

Commonwealth Financial Network

Framingham, MA

Stow, MA
2014-07-28 → 2022-05-11

Canby Financial Advisors

Framingham, MA
2002-05-17 → 2008-01-14

Strategic Advisers Llc

Boston, MA
2005-04-27 → 2007-03-28

Fidelity Personal Trust Company, Fsb

Merrimack, NH

Other Businesses

1. JOELLE SPEAR POSITION: Executor NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: 67 Wildwood Rd., Stow MA 01775, United States DESCRIPTION: Executor to my parents Robert and Diana Wiita, both living in Concord NH. 2. SPEAR WEALTH MANAGEMENT POSITION: CEO, Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/14/2025 ADDRESS: 111 Speen St., 2nd Fl., Framingham MA 01701, United States DESCRIPTION: sales/marketing of securities, investment advisory and insurance products 3. SPEAR WEALTH MANAGEMENT FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/14/2025 ADDRESS: 111 Speen St., 2nd Fl., Framingham MA 01701, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2014-06-03
S66	Uniform Combined State Law Examination	2001-01-10

S63 Uniform Securities Agent State Law Examination

2014-06-03
S66 Uniform Combined State Law Examination

2001-01-10

Designations

Certified Financial Planner

Other Names

Joelle Dawn Wiita

View on SEC IAPD