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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 |
|---|---|---|---|
| PR | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
654 Plaza Munoz Rivera Avenue Suite 923, San Juan, PR 00918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luis R Quinones Insurance Agency Inc | Hato Rey | PR | 01/2004 | Present |
| Lincoln Financial Securities Corporation | Hato Ray | PR | 12/2008 | 01/2025 |
| Osaic Wealth, Inc. | San Juan | PR | 01/2025 | Present |
1) EDUARDO QUINONES DBA QUINONES FINANCIAL GROUP INC, 654 MUNOZ RIVERA AVENUE SUITE 923 HATO REY PR 00918 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL FIXED LIFE INSURANCE START DATE: 10/31/2011 (NEW NAME JULY 2024) HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 2) EQA FINANCIAL LLC 654 PLAZA SUITE 923, 654 MUNOZ RIVERA AVENUE SAN JUAN PUERTO RICO 00918 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: SOLE OWNER /ENTITY DUTIES: SOLE OWNER OF ENTITY OFFERING HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, LONG TERM CARE INSURANCE, PROPERTY & CASUALTY INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 07/29/20 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 50
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-21 |
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