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Osaic Institutions, Inc. CRD 35371
$6.49B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Commonwealth Bank | Butler | PA | 05/2009 | Present |
| Osaic Institutions, Inc. (Formerly Infinex Investments, Inc) | Meriden | CT | 10/2015 | Present |
1.) FIRST COMMONWEALTH TRUST DEPARTMENT INVESTMENT-RELATED PO BOX 400, INDIANA, PA 15701 FIRST CHOICE INVESTMENT PORTFOLIOS FINANCIAL ADVISOR MAY 2009 START DATE AS PART OF OUR SECURITIES AND PORTFOLIO OPTIONS TO OFFER CLIENTS, THIS PART OF THE BUSINESS IS INCLUDED WITHIN THE 40 HOUR WORK WEEK I AM CURRENTLY SCHEDULED. Offering of agency trust accounts through unaffiliated banking institution.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-08 |
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