Erica Leigh Dunbar

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

• 02/2011 → 02/2019
  Questar Capital Corporation
  Minneapolis, MN
• 02/2019 → Present
  Sage Point Financial
  Phoenix, AZ
• 08/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, GA
• 02/2025 → Present
  Osaic Advisory Services
  Atlanta, GA

Previous Registrations

• 2021-09-08 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
  Atlanta, GA
  Wesley Chapel, FL
  Atlanta, GA
• 2019-02-14 → 2022-11-22
  Woodbury Financial Services, Inc.
  Wesley Chapel, FL
  Oakdale, MN
• 2019-02-14 → 2022-11-22
  Fsc Securities Corporation
  Wesley Chapel, FL
  Atlanta, GA
• 2019-02-14 → 2022-11-22
  Osaic Wealth, Inc.
  Wesley Chapel, FL
  Scottsdale, AZ
• 2019-02-06 → 2022-11-22
  Osaic Services, Inc.
  Wesley Chapel, FL
  Scottsdale, AZ
• 2011-02-02 → 2019-02-05
  Questar Asset Management, Inc.
  Minneapolis, MN
  Darien, IL
  New Port Richey, FL
  Wesley Chapel, FL
• 2009-10-15 → 2011-02-01
  Integrity Alliance, Llc.
  Oak Brook, IL
  Monticello, MN
  Urbandale, IA
  Oak Brook, IL
  Oak Brook, IL

Other Businesses

1. GIRL SCOUTS POSITION: Co-Leader of Junior Troop 624 NATURE: 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 6901 Pinecrest Rd Raleigh NC 27613 DESCRIPTION: Assisting as a co-leader of the Junior troop to work toward badges, socialization, and giving community assistance through various projects throughout the year. 2. SANDHILLS THEATER ARTS & RENAISSANCE SCHOOL PTO BOARD POSITION: Secretary NATURE: corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/25/2025 ADDRESS: 140 Southern Dunes Drive, Vass NC 28394, United States DESCRIPTION: As secretary of the PTO, attend and document all PTO meetings, creating detailed minutes that capture all decisions, motions, and action items.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-28
• S63 Uniform Securities Agent State Law Examination
  2004-08-25

Other Names

• Erica Leigh Baxter
• Erica Leigh Baxter