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Patrick Daniel Fertitta

Osaic Wealth, Inc.

Shreveport, LA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-02-14
  • LA RA
    APPROVED
    Since 2025-02-14

Branch Locations

1829 Corporate Dr, Shreveport, LA 71107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Lutheran Church Tuscaloosa AL 01/2015 07/2021
Fertitta's Delicatessen Shreveport LA 07/2021 Present
Osaic Wealth Inc Shreveport LA 02/2025 Present
  • 01/2015 → 07/2021
    University Lutheran Church
    Tuscaloosa, AL
  • 07/2021 → Present
    Fertitta's Delicatessen
    Shreveport, LA
  • 02/2025 → Present
    Osaic Wealth Inc
    Shreveport, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-15
  • S65 Uniform Investment Adviser Law Examination
    2024-05-15
Other Names
  • Patrick Daniel Wiley

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · SHREVEPORT, LA
CYPRESS FUND MANAGEMENT, LLC · SHREVEPORT, LA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SHREVEPORT, LA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SHREVEPORT, LA
ADKINS SEALE CAPITAL MANAGEMENT LLC · SHREVEPORT, LA
HMV WEALTH ADVISORS, LLC · SHREVEPORT, LA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Shreveport, LA
MORGAN STANLEY · Shreveport, LA

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