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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2024-03-05 |
| AK | RA | APPROVED | 2024-02-20 |
| IL | RA | APPROVED | 2024-02-08 |
| CA | RA | APPROVED | 2024-02-01 |
| IN | RA | APPROVED | 2024-02-01 |
| LA | RA | APPROVED | 2024-02-01 |
| OK | RA | APPROVED | 2024-02-01 |
| FL | RA | APPROVED | 2023-11-03 |
| GA | RA | APPROVED | 2023-11-03 |
| MA | RA | APPROVED | 2023-11-03 |
| NY | RA | APPROVED | 2023-11-03 |
| NC | RA | APPROVED | 2023-11-03 |
| SC | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Service Corporation | Atlanta | GA | 04/1998 | 11/2023 |
| Fsc Securities Corporation | Atlanta | GA | 04/1998 | 11/2023 |
| Osaic Wealth, Inc. | Atlanta | GA | 11/2023 | Present |
1. SINGLETRACK FINANCIAL LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/25/2023 ADDRESS: 3369 PInestream RD NW, Atlanta GA 30327, United States DESCRIPTION: MFA/OSJ duties at Osaic
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-14 |
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