Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-02-19
CO RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • NC RA
    APPROVED
    Since 2025-02-19
  • CO RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

201 E Las Animas Street Suite 111, Colorado Springs, CO 80903 • 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
Metlife Securities Inc. Colorado Springs CO 01/2015 01/2020
Mml Investors Services, Llc Colorado Springs CO 03/2017 01/2020
Woodbury Financial Services Inc Colorado Springs CO 01/2020 01/2024
Osaic Wealth, Inc. Colorado Springs CO 01/2024 Present
  • 01/2015 → 01/2020
    Metlife Securities Inc.
    Colorado Springs, CO
  • 03/2017 → 01/2020
    Colorado Springs, CO
  • 01/2020 → 01/2024
    Woodbury Financial Services Inc
    Colorado Springs, CO
  • 01/2024 → Present
    Colorado Springs, CO
Previous Registrations
  • 2020-02-03 → 2024-01-19
    Woodbury Financial Services, Inc.
    Colorado Springs, CO
  • 2017-03-25 → 2020-02-05
    Colorado Springs, CO
  • 2015-01-02 → 2017-03-25
    Msi Financial Services, Inc.
    Colorado Springs, CO
  • 2014-04-08 → 2015-01-02
    New England Securities
    Colorado Springs, CO
  • 2010-01-04 → 2014-03-14
    Colorado Springs, CO
Other Businesses

1. CHRISTOPHER WILKINS POSITION: Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/20/2016 ADDRESS: 201 E. Las Animas Suite 111, Colorado Springs CO 80903, United States DESCRIPTION: Life and long term care insurance sales. 2. PINNACLE AT CHEYENNE MOUNTAIN HOA POSITION: Board Member NATURE: Home owners association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2005 ADDRESS: 8610 Explorer Dr., Ste. 130, Colorado Springs CO 80920, United States DESCRIPTION: Board member of HOA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-21
  • S66 Uniform Combined State Law Examination
    2009-12-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Colorado Springs, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor