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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 | 2024-09-26 |
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Maple Glen | PA | 03/2012 | 06/2024 |
| Securities America Advisors, Inc | Maple Glen | PA | 03/2012 | 06/2024 |
| Osaic Wealth, Inc. | Maple Glen | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Maple Glen | PA | 06/2024 | Present |
**GIOVANNI ASTORINO POSITION: owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/16/2012 ADDRESS: 1618 Dillon Road, Maple Glen PA 19002 DESCRIPTION: Use in Next Phase, May use products to fill segmentation. **SECURITIES AMERICA ADVISORS POSITION: Financial Advisor NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 03/2012 - LOCATED AT 1618 DILLON RD, MAPLE GLEN, PA 19002 INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2012 ADDRESS: 1618 Dillon Road, Maple Glen PA 19002, United States DESCRIPTION: Provide Advisory services to my clients through FAP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-28 |
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