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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| IA | RA | APPROVED | 2024-06-14 |
Branch Locations
6625 Chesterfield Dr Suite 101, Dubuque, IA 52003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network | Dubuque | IA | 02/2013 | 09/2020 |
| Securities America, Inc. | Dubuque | IA | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Dubuque | IA | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Dubuque | IA | 06/2024 | Present |
1. FURY FINANICAL SERVICES POSITION: Owner NATURE: Insurance Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2013 ADDRESS: 1660 Embassy West Dr, Suite 200, Dubuque IA 52002 DESCRIPTION: If the plan reflects we use insurance we do. 2. MEZCAL MELATE POSITION: Silent Partner NATURE: Monthly gift box Subscription based business INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: 1485 Curtis St, Dubuque IA 52003 DESCRIPTION: I don't do anything with the business. Silent investor 3. DBA - Fury Financial Services 4. PFH REAL ESTATE, LLC POSITION: Part Owner NATURE: Partnership. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 04/24/2025 ADDRESS: 205 Stone Valley Dr, Dubuque IA 52003, United States DESCRIPTION: Part owner of a Multi Tenant Building. 5. NOTARY PUBLIC POSITION: Owner NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2025 ADDRESS: 6625 ChesterField Dr Suite 101, Dubuque IA 52003, United States DESCRIPTION: Nortarize client documents 6. FURYHEDLEY WEALTH POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2025 ADDRESS: 6625 Chesterfield Dr, Suite 101, Dubuque IA 52003, United States DESCRIPTION: Marketing & new business name. If the plan reflects we use insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-31 |
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