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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2024-06-14 |
Branch Locations
2 Cityplace Dr Ste 200, Saint Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Chesterfield | MO | 08/2004 | 03/2017 |
| Mml Investors Services, Llc | Chesterfield | MO | 03/2017 | 12/2018 |
| Massmutual Life Insurance Co | Chesterfield | MO | 07/2016 | 12/2018 |
| Securities America, Inc. | St. Louis | MO | 12/2018 | 06/2024 |
| Securities America Advisors | St. Louis | MO | 12/2018 | 06/2024 |
| Osaic Wealth, Inc. | Saint Louis | MO | 06/2024 | Present |
| Osaic Wealth, Inc. | Saint Louis | MO | 06/2024 | Present |
1. INSURANCE POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/02/2018 ADDRESS: 2 City Place Dr, Suite 200, St. Louis MO 63141, United States DESCRIPTION: Provide insurance products 2. ADVISORY POSITION: Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/02/2018 ADDRESS: 2 City Place Dr, Suite 200, Saint Louis MO 63141, United States DESCRIPTION: Advisory 3. DBA - Arch Wealth Advisors LLC 4. WEEMS INSURANCE AGENCY POSITION: Agent NATURE: Property and Casualty Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 11/14/2025 ADDRESS: 15324 State Highway C, Belgrade MO 63622, United States DESCRIPTION: Sell property and casualty insurance to client. The weems agency does all my quotes for me based on split arrangement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-26 |
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