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Patrick White Ryan

Osaic Wealth, Inc.

Rochester, NY

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-03
NY RA APPROVED 2023-11-03
  • FL RA
    APPROVED
    Since 2023-11-03
  • NY RA
    APPROVED
    Since 2023-11-03

Branch Locations

110 Linden Oaks Suite E, Rochester, NY 14625 • 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
Ubs Financial Services Inc Rochester NY 07/2013 07/2019
Fsc Securities Corporation Rochester NY 07/2019 11/2023
Park Central Llc Rochester NY 07/2018 Present
Osaic Wealth, Inc. Rochester NY 11/2023 Present
  • 07/2013 → 07/2019
    Rochester, NY
  • 07/2019 → 11/2023
    Fsc Securities Corporation
    Rochester, NY
  • 07/2018 → Present
    Park Central Llc
    Rochester, NY
  • 11/2023 → Present
    Rochester, NY
Previous Registrations
  • 2019-07-26 → 2023-11-03
    Fsc Securities Corporation
    Rochester, NY
  • 2015-11-24 → 2019-07-26
    Rochester, NY
    Williamsville, NY
Other Businesses

1. CICCARELLI ADVISORY SERVICES POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/24/2019 ADDRESS: 110 Linden Oaks, Suite E, Rochester NY 14625, United States DESCRIPTION: Financial Advisor 2. PARK CENTRAL LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/24/2019 ADDRESS: 110 Linden Oaks, Suite E, Rochester NY 14625-2877, United States DESCRIPTION: I work directly with clients to coordinate their financial plan and manage their assets through a systematic process. 3. HERITAGE CHRISTIAN SERVICES POSITION: Committee Member NATURE: NOT-FOR-PROFIT CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2021 ADDRESS: 275 Kenneth Dr., Suite 100, Rochester NY 14623, United States DESCRIPTION: Help the planned giving committee come up with fundraising ideas and execute them. Assist with charity event organization

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-28
S63 Uniform Securities Agent State Law Examination 2010-10-21
  • S65 Uniform Investment Adviser Law Examination
    2013-08-28
  • S63 Uniform Securities Agent State Law Examination
    2010-10-21
Designations
Other Names
  • Patrick W Ryan
  • Patrick White Ryan
  • Patrick White White Ryan

View on SEC IAPD

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