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

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2020-09-09
  • CT RA
    APPROVED
    Since 2020-09-09

Branch Locations

Vernon, CT • United States

10 Talcott Notch Road Suite 202, Farmington, CT 06032 • 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
Lpl Financial Llc Bristol CT 02/2012 09/2017
New England Capital Planners Avon CT 02/2016 09/2017
Financial Vision, Llc East Hartford CT 10/2017 Present
Securities Service Ntwork East Hartford CT 01/2018 Present
Royal Alliance Berlin CT 08/2020 Present
  • 02/2012 → 09/2017
    Bristol, CT
  • 02/2016 → 09/2017
    New England Capital Planners
    Avon, CT
  • 10/2017 → Present
    Financial Vision, Llc
    East Hartford, CT
  • 01/2018 → Present
    Securities Service Ntwork
    East Hartford, CT
  • 08/2020 → Present
    Royal Alliance
    Berlin, CT
Previous Registrations
Other Businesses

BACH WEALTH MANAGEMENT, LLC POSITION: Wealth Advisor NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/16/2023 ADDRESS: 10 Talcott Notch Road, Suite 202, Farmington CT 06032, United States DESCRIPTION: Provides wealth management and advice for the firms clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-21
  • S66 Uniform Combined State Law Examination
    2012-08-21
Designations
Other Names
  • Robert Bishop
  • Robert Anthony Bishop

View on SEC IAPD

More in Vernon, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor