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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 |
|---|---|---|---|
| NE | RA | APPROVED | 2024-06-14 |
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 |
|---|---|---|---|---|
| Mj Audio | Omaha | NE | 08/2009 | Present |
| Bear Rental & Property Management Llc | Omaha | NE | 11/2013 | Present |
| Securities America Inc | La Vista | NE | 03/2014 | Present |
| Securities America Advisors | La Vista | NE | 03/2014 | Present |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | Present |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | Present |
***MYRON JOHNSON POSITION: agent NATURE: offering life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2018 ADDRESS: 4825 Sprague St, Omaha NE 68104 DESCRIPTION: ability of offer and write insurance policies ***MJ AUDIO POSITION: owner/operator NATURE: MJ AUDIO - Disk Jockey - OWNER/OPERATOR INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2009 ADDRESS: 4825 Sprague St, Omaha NE 68104 DESCRIPTION: play music at events, sound engineer ***BEAR RENTAL & PROPERTY MANAGEMENT LLC POSITION: owner NATURE: BEAR RENTAL & PROPERTY MANAGEMENT LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2013 ADDRESS: 4825 Sprague St, Omaha NE 68104 DESCRIPTION: landlord ***SAA POSITION: Employee NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 03/2014 - LOCATED AT 12325 PORT GRACE BLVD, LA VISTA, INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2014 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128, United States DESCRIPTION: Employee of Securities America
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-01 |
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