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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-03 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corp. | Atlanta | GA | 03/2010 | 11/2023 |
| Osaic Wealth, Inc. | Jersey City | NJ | 11/2023 | Present |
SCHOOL GOVERNANCE COUNCIL POSITION: School Governance Council Member NATURE: This is a volunteer position at my children's elementary school. The school governance council provides parents, school staff, and community members with the opportunity to serve on the council. The member serves for 2 2-year term. Once a month, members meet with the school's principal to discuss the strategic direction of the school. While I do not believe this is an OBA that requires disclosure, I wanted to err on the side of caution before submitting my name to the school. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: 9000 Eves Rd, Roswell GA 30076 DESCRIPTION: The School Governance Council provides parents, school staff, and community members with a leadership role in the school. The council members meet with the school principal once a month to discuss the school's direction. This would be for my children's elementary school, and it would be a 2-year term commencing in the next school year (August 2025).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-20 |
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