Greg Adam Diamond

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2006-07-31

CT RA
APPROVED

Since 2006-07-31

Branch Locations

195 Danbury Rd Suite 130, Wilton, CT 06897 • 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
Pinnacle Taxx Advisors, Llc	Darien	CT	09/2002	Present
Royal Alliance Associates, Inc.	Darien	CT	01/2003	06/2023
Osaic Wealth, Inc	Darien	CT	06/2023	Present

09/2002 → Present

Pinnacle Taxx Advisors, Llc

Darien, CT
01/2003 → 06/2023

Royal Alliance Associates, Inc.

Darien, CT
06/2023 → Present

Osaic Wealth, Inc

Darien, CT

Other Businesses

PINNACLE TAXX POSITION: Other - Tax and Financial Consultant NATURE: Other - DBA INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2002 ADDRESS: 195 Danbury Rd., Ste. 130, Wilton CT 06897, United States DESCRIPTION: Tax Preparation and advice

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-08-18
S63	Uniform Securities Agent State Law Examination	2003-08-13

S65 Uniform Investment Adviser Law Examination

2004-08-18
S63 Uniform Securities Agent State Law Examination

2003-08-13

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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