Daniel Gerard Shelley

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_RES	2026-06-25
MO	RA	APPROVED	2017-03-21

TX RA
APPROVED_RES

Since 2026-06-25
MO RA
APPROVED

Since 2017-03-21

Branch Locations

Lake St Louis, MO • United States

16020 Swingley Ridge Rd Suite 240, Chesterfield, MO 63017 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Osaic Wealth, Inc.	Chesterfield	MO	03/2005	Present

03/2005 → Present

Osaic Wealth, Inc.

Chesterfield, MO

Previous Registrations

2018-06-21 → 2022-12-22

Financial Legacy Associates

Chesterfield, MO
1999-02-11 → 2005-03-16

Edward Jones

Ballwin, MO

Other Businesses

1. FINANCIAL LEGACY ASSOCIATES POSITION: Owner^Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/18/2005 ADDRESS: 16020 Swingley Ridge Road Suite 100 Chesterfield MO 63017, Chesterfield MO 63017, United States DESCRIPTION: Offer term life insurance and long term care

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-02
S63	Uniform Securities Agent State Law Examination	1998-08-26

S66 Uniform Combined State Law Examination

2017-02-02
S63 Uniform Securities Agent State Law Examination

1998-08-26

Other Names

Dan Shelley

View on SEC IAPD