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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 | 2026-05-11 |
| IA | RA | APPROVED | 2024-06-14 |
Branch Locations
6625 Chesterfield Dr Suite 101, Dubuque, IA 52003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securites Service Network, Inc | Dubuque | IA | 05/2016 | 09/2020 |
| Accel Entertainment | Dubuque | IA | 06/2012 | Present |
| Jbcj Inc | Dubuque | IA | 11/2012 | Present |
| Securities America, Inc. | Dubuque | IA | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Dubuque | IA | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Dubuque | IA | 06/2024 | Present |
1. DBA - Fury Financial Services 2. PFH REAL ESTATE LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 205 Stone Valley Drive, Dubuque IA 52003, United States DESCRIPTION: Partner in a multi-tenant building. 3. N/A POSITION: N/A NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2017 ADDRESS: 6625 Chesterfield Dr, STE 101, Dubuque IA 52003, United States DESCRIPTION: I may act as a Notary Public and have a Notary Seal. 4. FURYHEDLEY WEALTH POSITION: Owner NATURE: Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2025 ADDRESS: 6625 Chesterfield Dr, STE 101, Dubuque IA 52003, United States DESCRIPTION: Marketing Business Name. Life and Disability Insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-30 |
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