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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-03 |
| KS | RA | APPROVED | 2023-11-03 |
| MN | RA | APPROVED | 2023-11-03 |
| NE | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Marietta | GA | 11/2012 | 09/2016 |
| Stratos Wealth Partners | Marietta | GA | 11/2012 | Present |
| Fsc Securities Corp | Atlanta | GA | 09/2016 | 11/2023 |
| Osaic Wealth, Inc. | Marietta | GA | 11/2023 | Present |
1) ROBSON PLANNING GROUP POSITION: Wealth Advisor NATURE: This is our marketing DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 11/15/2012 ADDRESS: 3405 Dallas Hwy, Suite 820, Marietta GA 30064 DESCRIPTION: This is our marketing DBA 2) EVAN ROBINSON POSITION: Insurance agent NATURE: Insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2013 ADDRESS: 3405 Dallas Hwy SW, Suite 820, Marietta GA 30064, United States DESCRIPTION: Sell life insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-06 |
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