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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2024-02-28 |
| TX | RA | APPROVED_RES | 2024-02-20 |
Branch Locations
14321 Winter Breeze Dr. Suite #215, Midlothian, VA 23113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Richmond | VA | 07/2014 | 03/2017 |
| Massmutual Life Insurance Co | Glen Allen | VI | 07/2016 | 08/2019 |
| Mml Investors Services, Llc | Glen Allen | VA | 03/2017 | 08/2019 |
| Lpl Financial Llc | Chesterfield | VA | 08/2019 | 02/2024 |
| Osaic Wealth, Inc. | Chesterfield | VA | 02/2024 | Present |
1) 8/21/19- Non-Variable Insurance- Agent for FIXED INSURANCE - Inv. Related- Richmond, VA - 80hrs/mth - 5% 2) 6/28/2021 - Sgt. Drac's Woodworking LLC - Investment Related - Home Based - Other-Business Owner - Start Date: 6/1/2021 - 30 Hours Per Month/0 Hours During Securities Trading - Making and selling woodworking products and services. 3) DRACOULIS FINANCIAL GROUP POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 140 START DATE: 05/18/2022 ADDRESS: 12607 Erinton Court, Chesterfield VA 23838, United States DESCRIPTION: I will be doing the same duties as I currently am through Michael Dracoulis 4) 05/23/2022 - Dracoulis Insurance Services - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date - 05/06/2022 - 20 Hours Per Month/ 20 Hours During Securities Trading. 5) SGT. DRACS WOODWORKING LLC POSITION: owner NATURE: Woodworking INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 05/21/2021 ADDRESS: 12607 Erinton Court, Chesterfield VA 23838, United States DESCRIPTION: Woodworking 6) DRACOULIS FINANCIAL GROUP LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 140 START DATE: 05/10/2026 ADDRESS: 14321 Winter Breeze Dr., Ste. 215, Midlothian VA 23113, United States DESCRIPTION: I will be doing the same duties as I currently am through Michael Dracoulis
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-20 |
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