Mark Allen Oglesby

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-08-26

NC RA
APPROVED

Since 2025-08-26

Branch Locations

6417 Twinspur Ct Sw, Ocean Isle Beach, NC 28469 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Raleigh	NC	08/2007	03/2020
Ameriprise Financial Services, Llc	Raleigh	NC	03/2020	Present
Osaic	Ocean Isle Beach	NC	08/2025	Present

08/2007 → 03/2020

Ameriprise Financial Services, Inc.

Raleigh, NC
03/2020 → Present

Ameriprise Financial Services, Llc

Raleigh, NC
08/2025 → Present

Osaic

Ocean Isle Beach, NC

Previous Registrations

2007-10-12 → 2025-08-25

Ameriprise Financial Services, Llc

Raleigh, NC

Raleigh, NC

Ocean Isle Beach, NC

Other Businesses

1. BLUE POINTE WEALTH MANAGEMENT POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2007 ADDRESS: 6417 Twinspur Ct SW, Ocean Isle Beach NC 28469, United States DESCRIPTION: Sell insurance products

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-10-11

S66 Uniform Combined State Law Examination

2007-10-11

View on SEC IAPD