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Amy Boone Solum

Osaic Wealth, Inc.

Dallas, TX

CRD 6136158

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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:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-23
  • TX RA
    APPROVED
    Since 2024-01-23

Branch Locations

9330 Lyndon B Johnson Fwy Suite 1030, Dallas, TX 75243 • 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
J.P. Morgan Securities Llc Dallas TX 11/2013 05/2022
Jpmorgan Chase Bank Na Dallas TX 11/2013 05/2022
Osaic Dallas TX 01/2024 Present
Saville Cpas & Advisors Dallas TX 08/2022 05/2023
Homemaker Dallas TX 05/2022 08/2022
Homemaker Dallas TX 05/2023 01/2024
  • 11/2013 → 05/2022
    J.P. Morgan Securities Llc
    Dallas, TX
  • 11/2013 → 05/2022
    Jpmorgan Chase Bank Na
    Dallas, TX
  • 01/2024 → Present
    Osaic
    Dallas, TX
  • 08/2022 → 05/2023
    Saville Cpas & Advisors
    Dallas, TX
  • 05/2022 → 08/2022
    Homemaker
    Dallas, TX
  • 05/2023 → 01/2024
    Homemaker
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-27
  • S66 Uniform Combined State Law Examination
    2014-05-27
Other Names
  • Amy Elizabeth Boone

View on SEC IAPD

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