Byron Eddie Arnold

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

• 06/2013 → 09/2023
  Sagepoint Financial
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Beaumont, TX

Previous Registrations

• 2014-02-26 → 2023-09-01
  Osaic Services, Inc.
  Beaumont, TX
• 2013-04-23 → 2013-05-17
  Edward Jones
  St Louis, MO
• 2011-06-03 → 2011-11-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beaumont, TX

Other Businesses

1) TRIOAK FINANCIAL GROUP POSITION: Client Service Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2014 ADDRESS: 4 Acadiana Court, Beaumont TX 77706, United States; DESCRIPTION: Assist Jennifer Moore with clients, portfolios, research, and other investment related activities as needed. 2) EDLA, INC. DBA TRIOAK FINANCIAL GROUP POSITION: President/Owner NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/08/2013 ADDRESS: 4 Acadiana Court, Beaumont TX 77706, United States DESCRIPTION: Manage Employees, Payroll and taxes. 3) ENLIGHTEN TO ACHIEVE: SMARTER PATHS TO WEALTH (PODCAST) POSITION: Partner/Host NATURE: The business will be an LLC once we speak to an attorney. Currently it is a partnership structure for the video podcast. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 6 START DATE: 09/05/2025 ADDRESS: 4 Acadiana Court, Beaumont TX 77706, United States DESCRIPTION: I will be a co-host of the video podcast giving opinions about very broad financial topics. We will not be discussing individual securities or giving specific individualized advice. I will also be partially responsible for video editing and placing disclosures to ensure that it is clear we will not be giving specific financial, legal, or tax advice. This is for educational purposes only.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-02

Designations

• Certified Financial Planner

Other Names

• Byron Eddie Arnold
• Byron Edward Arnold
• Byron E Arnold