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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| IL | RA | APPROVED | 2026-01-09 |
| MS | RA | APPROVED | 2026-01-09 |
| MA | RA | APPROVED | 2026-01-07 |
| IN | RA | APPROVED | 2026-01-06 |
| AL | RA | APPROVED | 2026-01-05 |
| GA | RA | APPROVED | 2026-01-05 |
| CA | RA | APPROVED | 2026-01-02 |
| CT | RA | APPROVED | 2026-01-02 |
| MT | RA | APPROVED | 2026-01-02 |
| NY | RA | APPROVED | 2026-01-02 |
| SC | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay View Capital, Inc. | St. Petersburg | FL | 09/2000 | Present |
| National Planning Corporation | St. Petersburg | FL | 08/2013 | 11/2017 |
| Securities America, Inc. | St. Petersburg | FL | 11/2017 | 06/2024 |
| Securities America Advisors, Inc. | Saint Petersburg | FL | 02/2018 | 06/2024 |
| Arbor Point Advisors | Saint Petersburg | FL | 08/2019 | 11/2024 |
| Osaic Wealth, Inc. | St. Petersburg | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | St. Petersburg | FL | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. BAY VIEW CAPITAL, INC. Position: Administrative Nature: Advisory services Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 10/18/2017 Address: 6414 1ST AVE N, ST PETERSBURG FL 33710 2. BAY VIEW CAPITAL ADVISORY GROUP, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 6414 1st Ave N, Saint Petersburg FL 33710, United States DESCRIPTION: this is my DBA, which I will use for payment of salaries, etc. 3. TLHB, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/30/2025 ADDRESS: 6414 1st Ave N, St. Petersburg FL 33710, United States DESCRIPTION: LLC established to facilitate purchase of OSJ 4. BAYVIEW CAPITAL ADVISORY GROUP LLC DBA BVCAG INSURANCE AGENCY POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/12/2026 ADDRESS: 6414 1st Ave N, St. Petersburg FL 33710, United States DESCRIPTION: agency for the receipt of insurance overrides
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-27 |
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