Best Investors
Account
Sign in
Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-16 |
| AZ | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maricopa County Attorney'S Office | Phoenix | AZ | 09/2016 | 09/2018 |
| Securities America, Inc. | Queen Creek | AZ | 09/2018 | 06/2024 |
| Unemployed | Phoenix | AZ | 08/2016 | 09/2016 |
| Securities America Advisors | Queen Creek | AZ | 09/2019 | 06/2024 |
| Osaic Wealth, Inc. | Queen Creek | AZ | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-12 |
Reach out to this advisor