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Mason Collins Samuels

Osaic Wealth, Inc.

Greenwood Village, CO

CRD 5434340

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-17
CO RA APPROVED 2025-11-14
TX RA APPROVED 2025-11-14
  • FL RA
    APPROVED
    Since 2025-11-17
  • CO RA
    APPROVED
    Since 2025-11-14
  • TX RA
    APPROVED
    Since 2025-11-14

Branch Locations

5299 Dtc Suite 1350, Greenwood Village, CO 80111 • 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
Lpl Financial Llc Greenwood Village CO 12/2010 11/2025
Gps Wealth Strategies Group, Llc Greenwood Village CO 12/2016 Present
Osaic Wealth, Inc. Greenwood Village CO 11/2025 Present
  • 12/2010 → 11/2025
    Greenwood Village, CO
  • 12/2016 → Present
    Gps Wealth Strategies Group, Llc
    Greenwood Village, CO
  • 11/2025 → Present
    Greenwood Village, CO
Previous Registrations
  • 2012-04-03 → 2025-11-24
    Centennial, CO
    Denver, CO
  • 2017-01-03 → 2025-11-14
    Gps Wealth Strategies Group, Llc
    Greenwood Village, CO
    Centennial, CO
    Greenwood Village, CO
Other Businesses

LUTHERAN HIGH SCHOOL FLAG FOOTBALL COACH POSITION: Coach NATURE: Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2026 ADDRESS: 11249 Newlin Gulch Blvd, Parker CO 80134, United States DESCRIPTION: Coaching Flag Football

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-31
  • S66 Uniform Combined State Law Examination
    2012-03-31
Other Names
  • Mason Samuels

View on SEC IAPD

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