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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
3662 Dauphin Street Suite 1A, Mobile, AL 36608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Mobile | AL | 04/2010 | 10/2023 |
| Lincoln Financial Securities | Mobile | AL | 10/2023 | 01/2025 |
| Osaic Wealth, Inc. | Mobile | AL | 01/2025 | Present |
1.PASSMORE PLANNING PROFESSIONALS 3662 DAUPHIN STREET, STE 1A, MOBILE AL CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALES AND SERVICE OF ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE START DATE: 10/2023 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 2.BSA TROOP 147 EQUIPMENT CORP. POSITION: Member of the Board of Director NATURE: This is a corporation setup solely to own a trailer(s) or other equipment used solely by Scouting America Troop 147 of Mobile, AL. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/16/2026 ADDRESS: 4051 Old Shell Road, Mobile AL 36608, United States DESCRIPTION: As disclosed in another OBA, I'm the Scoutmaster of the affiliated Scouting America Boy Scout Troop. As such, the Troop Committee Chair has directed me to be a member of the Board of Directors for the Troop's Equipment Corporation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-02 |
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