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Kristina Murphy English

Osaic Wealth, Inc.

Jeffersonville, IN

CRD 4815356

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-06-14
  • IN RA
    APPROVED
    Since 2024-06-14

Branch Locations

605 North Shore Drive Suite 104, Jeffersonville, IN 47130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors, Inc Norcross GA 01/2009 09/2016
Securities America, Inc. Jeffersonville IN 09/2016 06/2024
Securities America Advisors Jeffersonville IN 09/2016 06/2024
Osaic Wealth, Inc. Jeffersonville IN 06/2024 Present
  • 01/2009 → 09/2016
    Triad Advisors, Inc
    Norcross, GA
  • 09/2016 → 06/2024
    Securities America, Inc.
    Jeffersonville, IN
  • 09/2016 → 06/2024
    Securities America Advisors
    Jeffersonville, IN
  • 06/2024 → Present
    Jeffersonville, IN
Previous Registrations
  • 2016-09-16 → 2024-06-14
    Securities America Advisors, Inc.
    Jeffersonville, IN
  • 2009-02-13 → 2016-08-05
    Martin Financial Group, Llc
    New Albany, IN
  • 2008-10-23 → 2009-01-16
    New Albany, IN
    New Albany, IN
    Indianapolis, IN
Other Businesses

1. Kristina English POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2016 ADDRESS: 605 North Shore Drive, Ste 104, Jeffersonville IN 47130, United States DESCRIPTION: sell insurance products such as health, life, and Medicare supplements 2) IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 605 N Shore Dr Ste 104, Jeffersonville IN 47130, United States DESCRIPTION: marketing name for 3. POA FOR BROTHER POSITION: POA NATURE: Individual person acting as a power of attorney INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2025 ADDRESS: 3922 Lotus Loop, Jeffersonville IN 47130, United States DESCRIPTION: Acting as power of attorney for my brother and making all personal, medical, and financial decisions for him since he is personally unable to act on his own.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-16
S66 Uniform Combined State Law Examination 2004-07-23
  • S65 Uniform Investment Adviser Law Examination
    2008-10-16
  • S66 Uniform Combined State Law Examination
    2004-07-23
Other Names
  • Kristina Laverne Murphy
  • Kristina English

View on SEC IAPD

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