Best Investors
Account
Sign in
Best Investors
Account
Sign in
CRD 6618232
Osaic Institutions, Inc. CRD 35371
$6.49B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-09-09 |
Branch Locations
537 Mahoning Street, Milton, PA 17847 • United States
7125 West Branch Highway, Lewisburg, PA 17837 • United States
315 Mill Street, Danville, PA 17821 • United States
355 Broad Street, Montoursville, PA 17754 • United States
20 S. Main Stree, Muncy, PA 17756 • United States
448 Bellefonte Avenue, Lock Haven, PA 17745 • United States
301 Shiffler Avenue, Williamsport, PA 17701 • United States
222 Alegheny Street, Jersey Shore, PA 17740 • United States
2129 South Atherton Street, State College, PA 16803 • United States
250 Main Street, Beech Creek, PA 16822 • United States
364 Erie Avenue, Renovo, PA 17764 • United States
251 South Market Street, South Williamsport, PA 17702 • United States
1625 Market Street, Camp Hill, PA 17011 • United States
105 Lancaster Ave, Devon, PA 19333 • United States
4320 Linglestown Road, Harrrisburg, PA 17112 • United States
1201 W. Governor Rd, Hummelstown, PA 17036 • United States
2003 S. Easton Rd, Suite 205, Doylestown, PA 18901 • United States
6480 Carlisle Pike, Mechanicsburg, PA 17050 • United States
22 East Roseville Rd., Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Selinsgrove | PA | 04/2016 | 01/2018 |
| Thrivent Financial | Appleton | WI | 08/2016 | 01/2018 |
| Penn Mutual Life Insurance | Horsham | PA | 01/2018 | 09/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2018 | 09/2018 |
| Santander Bank, Na | Boston | MA | 09/2018 | 09/2019 |
| Santander Securities, Llc | Dorchester | MA | 09/2018 | 09/2019 |
| Selinsgrove Area School District | Selinsgrove | PA | 03/2017 | 08/2018 |
| Infinex Investments, Inc. | Meriden | CT | 09/2019 | Present |
| First Commonwealth | Muncy | PA | 09/2019 | Present |
1.) First Commonwealth Bank. Financial Adviser. Yes, Investment related Started Sept 2019 2.) Burough of Selingsrove. Councilman. started Jan 2022. Not investment related. Government. Approx 4 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-04 |
Reach out to this advisor