Nichole A Wirtz

Osaic Institutions, Inc.

South Weymouth, MA

CRD 6428783

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Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars
SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2018-12-14

MA RA
APPROVED

Since 2018-12-14

Branch Locations

50 Patriot Way, South Weymouth, MA 02190 • 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

Organization	City	State	From	To
Infinex Investments, Inc.	Meriden	CT	12/2014	Present
American Chair & Seating	Quincy	MA	06/2011	12/2016

12/2014 → Present

Infinex Investments, Inc.

Meriden, CT
06/2011 → 12/2016

American Chair & Seating

Quincy, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-12-11
S63	Uniform Securities Agent State Law Examination	2015-06-26

S65 Uniform Investment Adviser Law Examination

2018-12-11
S63 Uniform Securities Agent State Law Examination

2015-06-26

View on SEC IAPD

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