Owen Garth Van Syckle

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
VA	RA	APPROVED	2022-07-13

VA RA
APPROVED

Since 2022-07-13

Branch Locations

Virginia Beach, VA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
The Van Syckle Group	Norfolk	VA	02/2001	09/2018
New York Life Insurance Co.	Norfolk	VA	04/2015	05/2022
Nylife Securities Llc	Norfolk	VA	04/2015	05/2022
Van Syckle Financial Group, Llc	Norfolk	VA	09/2018	Present
Eagle Strategies Llc	Norfolk	VA	08/2019	05/2022
Infinex Investments, Inc.	Meriden	CT	07/2022	Present

02/2001 → 09/2018

The Van Syckle Group

Norfolk, VA
04/2015 → 05/2022

New York Life Insurance Co.

Norfolk, VA
04/2015 → 05/2022

Nylife Securities Llc

Norfolk, VA
09/2018 → Present

Van Syckle Financial Group, Llc

Norfolk, VA
08/2019 → 05/2022

Eagle Strategies Llc

Norfolk, VA
07/2022 → Present

Infinex Investments, Inc.

Meriden, CT

Previous Registrations

2019-08-09 → 2022-05-03

Eagle Strategies Llc

Norfolk, VA

Virginia Beach, VA

Other Businesses

1.) VAN SYCKLE GROUP/SALES ACCELERATION ACADEMY; Not investment related. CONSULTING, TRAINING, SPEAKING, COACHING, SALES; 1201 Travis Court, CHESAPEAKE, VA 23322; START DATE: 03/2001; ROLE/TITLE: FOUNDER; COMPENSATION: FEES; NOT INVESTMENT RELATED; 70 HOURS PER MONTH; 50 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 2.) Author,Speaker. Sarted in 2021. Yes, investment related. Approx 10 hours per month during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-08-06
S63	Uniform Securities Agent State Law Examination	2015-09-14

S65 Uniform Investment Adviser Law Examination

2019-08-06
S63 Uniform Securities Agent State Law Examination

2015-09-14

View on SEC IAPD