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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-20
CA RA APPROVED 2024-10-11
GA RA APPROVED 2024-10-11
IN RA APPROVED 2024-10-11
MI RA APPROVED 2024-10-11
  • TX RA
    APPROVED_RES
    Since 2025-02-20
  • CA RA
    APPROVED
    Since 2024-10-11
  • GA RA
    APPROVED
    Since 2024-10-11
  • IN RA
    APPROVED
    Since 2024-10-11
  • MI RA
    APPROVED
    Since 2024-10-11

Branch Locations

205 N College Ave Ste 714, Bloomington, IN 47404 • United States

205 North College Avenue Suite 710, Bloomington, IN 47404 • 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
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
American Portfolios Financial Services Bloomington IN 09/2005 10/2024
  • 10/2024 → Present
    Scottsdale, AZ
  • 09/2005 → 10/2024
    American Portfolios Financial Services
    Bloomington, IN
Previous Registrations
  • 2005-10-07 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2003-06-23 → 2005-09-27
    Bloomington, IN
Other Businesses

1. MALCOLM WEBB WEALTH MANAGEMENT POSITION: Owner NATURE: Marketing DBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2009 ADDRESS: 205 N College Ave, STE 714, Bloomington IN 47404-3957, United States DESCRIPTION: Contract for business card and letterhead design whenever regulatory update is required (every few years). 2. 2401 E 4TH ST, BMG, LLC POSITION: Owner NATURE: RENTAL PROPERTY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: 205 N College Ave., STE 714, Bloomington IN 47404, United States DESCRIPTION: Consult with contracted outside landlord 3. AIRBNB. POSITION: Owner NATURE: HOME RENTAL INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 2412 E 4th ST, Bloomington IN 47408, United States DESCRIPTION: Operate AirBnB app; Check in/check out 4. CIVIL AIR PATROL POSITION: Volunteer NATURE: Nonprofit Charity INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2007 ADDRESS: 105 S Hansell St, Maxwell AFB AL 36112, United States DESCRIPTION: Search and Rescue/Disaster Relief Mission Pilot Member, National Investment Committee Assistant Government Relations Officer, Indiana Wing Member, Finance Committee, Group XII Member, Finance Committee, Monroe County Composite Squadron 5. 127 S CLARK BMG, LLC POSITION: Owner NATURE: RENTAL PROPERTY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 205 N College Ave., STE 714, Bloomington IN 47404, United States DESCRIPTION: Consult with outside landlord/property management services as needed. 6. WOODLANDS 31 BMG, LLC POSITION: President/Sole Member NATURE: Rental Property acquisition INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/14/2021 ADDRESS: 205 N College Ave STE 714, Bloomington IN 47404-3957, United States DESCRIPTION: LLC was set up for purchase of a rental property. Offer was made but not accepted by seller. LLC is being maintained for potential future real estate purchase. No current business activity. 7. 414 N GRANT BMG LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 205 N College Ave., STE 714, Bloomington IN 47404-3957, United States DESCRIPTION: Consult with contracted outside landlord for renovations or other policy matters. 8. MCGIBBON OIL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2006 ADDRESS: 205 N College Ave., STE 714, Bloomington IN 47404, United States DESCRIPTION: Receive royalty checks for inherited mineral interests.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-22
S63 Uniform Securities Agent State Law Examination 1998-10-14
  • S65 Uniform Investment Adviser Law Examination
    2013-03-22
  • S63 Uniform Securities Agent State Law Examination
    1998-10-14

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