Debra June Delong Urquhart

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 01/2017
  H.D. Vest Investment Services
  Saranac, MI
• 08/2007 → 01/2017
  Biggs & Dickinson Financial Services
  Saranac, MI
• 09/2009 → 01/2017
  H.D.VEst Insurance Services
  Irving, TX
• 01/2017 → Present
  Securities America Inc.
  La Vista, NE
• 10/2020 → Present
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2020-10-06 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE

Exams

• S66 Uniform Combined State Law Examination
  2020-09-28
• S63 Uniform Securities Agent State Law Examination
  2009-12-23

Other Names

• Debra June Cherrette