Aquilino Alfredo Mayo

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

• 02/2016 → Present
  National Life Group
  Sunrise, FL
• 03/2016 → 11/2020
  Equity Services, Inc.
  Montpelier, VT
• 12/2020 → 09/2023
  Sagepoint Financial, Inc.
  Fort Lauderdale, FL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2020-12-08 → 2023-09-01
  Osaic Services, Inc.
  Fort Lauderdale, FL
• 2016-03-09 → 2020-12-07
  Equity Services, Inc.
  Boca Raton, FL
• 2015-07-17 → 2016-03-03
  Osaic Services, Inc.
  Fort Lauderdale, FL
• 2009-02-17 → 2015-07-17
  Invest Financial Corporation
  Opa Locka, FL
• 2007-11-14 → 2009-02-13
  Transamerica Financial Advisors, Llc
  Pembroke Pines, FL
  Clearwater, FL
  Weston, FL
• 2005-08-10 → 2007-12-05
  Principal Securities, Inc.
  Miramar, FL
  Miramar, FL
  Miami, FL

Other Businesses

1. MAYO VERA FINANCIAL GROUP LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 70 START DATE: 06/23/2015 ADDRESS: 5310 NW 33rd AVE, Suite 206, Fort Laderdale FL 33309, United States DESCRIPTION: Sell fixed insurance products such as: Fixed Life, health, fixed annuities and disability insurance. 2. CREATIVE FINANCIAL NETWORK POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/07/2020 ADDRESS: 5310 NW 33rd AVE, Suite 206, Fort Lauderdale FL 33309, United States DESCRIPTION: Sale life and health insurance

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-06-17
• S66 Uniform Combined State Law Examination
  2004-02-20

Other Names

• Aqui Mayo
• Aquilino Mayo