Paul Andrew Kyrimis

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

• 12/2014 → 12/2016
  Securities America Inc
  San Diego, CA
• 12/2014 → 12/2016
  Securities America Advisors
  San Diego, CA
• 12/2016 → 01/2024
  Woodbury Financial Services Inc
  San Diego, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Peoria, AZ

Previous Registrations

• 2016-12-09 → 2024-01-19
  Woodbury Financial Services, Inc.
  San Diego, CA
  Peoria, AZ
• 2015-01-06 → 2016-12-01
  Securities America Advisors, Inc.
  San Diego, CA
• 2014-03-07 → 2014-12-05
  Mml Investors Services, Llc
  Albuquerque, NM
  Scottsdale, AZ
  Albuquerque, NM
• 2006-01-06 → 2013-12-19
  Park Avenue Securities Llc
  Phoenix, AZ
  Albuquerque, NM
  Phoenix, AZ

Other Businesses

1) LEGACY GLOBAL STRATEGIES POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2010; ADDRESS: 3550 Camino Del Rio N. #207, San Diego CA 92108, United States DESCRIPTION: Insurance product placement with regards to Permanent & Term Life, Disability, Long Term Care, Annuities, & Certified Exit Planning Advisor(CEPA).

Exams

• S66 Uniform Combined State Law Examination
  2005-11-16
• S63 Uniform Securities Agent State Law Examination
  2003-10-20

Other Names

• Paul Kyrimis