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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2024-08-23 |
| CA | RA | APPROVED | 2024-08-23 |
| CO | RA | APPROVED | 2024-08-23 |
| DE | RA | APPROVED | 2024-08-23 |
| FL | RA | APPROVED | 2024-08-23 |
| GA | RA | APPROVED | 2024-08-23 |
| IN | RA | APPROVED | 2024-08-23 |
| KY | RA | APPROVED | 2024-08-23 |
| MA | RA | APPROVED | 2024-08-23 |
| MI | RA | APPROVED | 2024-08-23 |
| MN | RA | APPROVED | 2024-08-23 |
| MS | RA | APPROVED | 2024-08-23 |
| NV | RA | APPROVED | 2024-08-23 |
| NJ | RA | APPROVED | 2024-08-23 |
| NC | RA | APPROVED | 2024-08-23 |
| OH | RA | APPROVED | 2024-08-23 |
| PA | RA | APPROVED | 2024-08-23 |
| SC | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED_RES | 2024-08-23 |
| VA | RA | APPROVED | 2024-08-23 |
| WV | RA | APPROVED | 2024-08-23 |
| WI | RA | APPROVED | 2024-08-23 |
Branch Locations
10245 Centurion Parkway North Suite 108, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 01/2017 | 02/2021 |
| Excalibur Financial Services | Jacksonville | FL | 10/2016 | Present |
| Regency Centers | Jacksonville | FL | 06/2013 | 10/2016 |
| Triad Advisors | Norcross | GA | 02/2021 | 08/2024 |
| Osaic Wealth, Inc. | Jacksonville | FL | 08/2024 | Present |
1)Excalibur Financial Services; investment related;10245 Centurion Pkwy N #108;associate;10/3/2016;preparing documents for client financial review and other ad hoc tasks 2)Excalibur Financial Services; Activity involve securities- yes; 10245 Centurion Pkwy N, Suite 108, Jacksonville, FL 32256; life insurance - term and whole life, as well as variable universal life, but that goes as part of our securities license.; life insurance coordinator; 10/12/2021; 10 hours/per month; 10 hours spent during securities trading hours; Talk to clients about the importance of life insurance for their financial planning. I go over numbers with them that are on the illustration. I go over the benefits of the coverage and how it works (ie term years and if whole life, how the cash value works). 3) EXCALIBUR FINANCIAL SERVICES POSITION: Producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/03/2016 ADDRESS: 10245 Centurion Pkwy N, # 108, JACKSONVILLE FL 32256, United States DESCRIPTION: Providing insurance products to clients that need them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-13 |
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