Barrington Boyd

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 06/2019
  Bbo Marketing Inc
  Huntersville, NC
• 06/2019 → 03/2021
  Principal Life Insurance Company
  Charlotte, NC
• 06/2019 → 03/2021
  Principal Securities Incorporated
  Charlotte, NC
• 04/2021 → Present
  Disys
  Charlotte, NC
• 04/2021 → Present
  Wells Fargo Clearing Services
  Charlotte, NC
• 03/2022 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-03-18 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2021-05-04 → 2021-07-16
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Charlotte, NC
• 2020-03-16 → 2021-03-31
  Principal Securities, Inc.
  Charlotte, NC
  Charlotte, NC
• 2005-07-08 → 2015-03-24
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2004-04-29 → 2004-12-06
  Ameriprise Financial Services, Llc
  Charlotte, NC

Other Businesses

1. LICENSED INSURANCE AGENT POSITION: None producer NATURE: I am a licensed insurnace agent - for life, annuity and health insurance since 2004. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2004 ADDRESS: 628 Maple Valley Ct, Weddington NC 28104, United States DESCRIPTION: None

Exams

• S66 Uniform Combined State Law Examination
  2020-02-28

Other Names

• Barrington Christopher Boyd