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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-06-14
TX RA APPROVED_RES 2024-06-14
  • OK RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED_RES
    Since 2024-06-14

Branch Locations

101 Park Ave Ste 400, Oklahoma City, OK 73102 • 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
Waddell & Reed, Inc Edmond OK 06/2015 09/2016
Sigma Blood Systems Oklahoma City OK 08/2016 Present
Securities America, Inc. Oklahoma City OK 09/2016 06/2024
Securities America Advisors Oklahoma City OK 09/2016 06/2024
Osaic Wealth, Inc. Oklahoma City OK 06/2024 Present
  • 06/2015 → 09/2016
    Waddell & Reed, Inc
    Edmond, OK
  • 08/2016 → Present
    Sigma Blood Systems
    Oklahoma City, OK
  • 09/2016 → 06/2024
    Securities America, Inc.
    Oklahoma City, OK
  • 09/2016 → 06/2024
    Securities America Advisors
    Oklahoma City, OK
  • 06/2024 → Present
    Oklahoma City, OK
Previous Registrations
  • 2016-09-30 → 2024-06-14
    Securities America Advisors, Inc.
    Oklahoma City, OK
  • 2016-03-02 → 2016-10-08
    Waddell & Reed
    Edmond, OK
Other Businesses

1. Securities America Advisors - Position: IAR - Nature: Investment advisory services - Investment Related: Yes - Start Date: 9/2016 - Address: 101 Park Ave Ste 400, Oklahoma City OK 73102 2. A JOSEPH BELUSKO LLC POSITION: Owner NATURE: Assisting businesses with sales generation and marketing of products and services with the exception of financial services and insurance. The primary focus will be technical maintenance of commercial aircraft and the development of software to help facilitate the transfer of documents related to these activities. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 12/01/2017 ADDRESS: 809 NE 20th St., Oklahoma City OK 73105 DESCRIPTION: Help companies of different sizes and industry to grow their product or service offerings through ongoing planning and go-to-market strategy implementation. Working to develop product and service offerings with client company management, I will provide leadership and guidance in helping to grow sales teams, develop marketing techniques and implementing these strategies directly by acquiring new customers for my clients. 3. ADAM BELUSKO POSITION: IAR - Investment Advisor Representative NATURE: Securities America Advisors - Position: IAR - Nature: Investment advisory services - Investment Related: Yes - Start Date: 9/2016 - Address: 101 Park Ave Ste 400, Oklahoma City OK 73102 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 09/01/2016 ADDRESS: 101 Park Ave. Suite 400, Oklahoma City OK 73102 DESCRIPTION: This is the portion of my financial advisory business covered under my role as an Investment Advisor Representative. 4. JETAIRE FLIGHT SYSTEMS LLC (CONSULTING THROUGH A JOSEPH BELUSKO LLC) POSITION: Business Development Director NATURE: Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/01/2023 ADDRESS: 105 Cecil Court, Fayetteville GA 30214, United States DESCRIPTION: Consulting through A Joseph Belusko LLC my duties include the management of business development and marketing activities. Working with internal employees and external vendors, I design marketing materials, participate in pre-sales conversations, attend industry events and provide oversight of sales activities through a consultative role. 5. A JOSEPH BELUSKO LLC POSITION: Owner NATURE: Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: 809 NE 20th St., Oklahoma City OK 73105, United States DESCRIPTION: A Joseph Belusko LLC assists business with developing go-to-market strategies, expanding product/service offerings and engineering thought leadership, primarily in the aviation sector. Working directly with founders and CEOs, I help guide organizational leadership in business development techniques through a combination of digital marketing and brand expansion activities. Direct duties for each of A Joseph Belusko LLC's clients are disclosed in the individual OBA for Jetaire Flight Systems and AVT Avtrac Americas as required by OSAIC. 6. AVT AVTRAC AMERICAS LLC (CONSULTING THROUGH A JOSEPH BELUSKO LLC) POSITION: Head of Sales & Marketing NATURE: Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2024 ADDRESS: 809 NE 20th St., Oklahoma City OK 73105-8209, United States DESCRIPTION: My duties for AVT Avtrac Americas LLC (Avtrac) through my consulting firm, A Joseph Belusko LLC include the management and oversight of business development and marketing activities related to commercial aircraft technical services. These services are a combination of aircraft technical records, physical inspection services, and aircraft trading support on behalf of airlines and commercial aircraft lessors.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-19
  • S66 Uniform Combined State Law Examination
    2015-11-19

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