Curtiss Tharp

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → 04/2018
  Curjus Llc
  Cincinnati, OH
• 04/2018 → 07/2020
  Ross, Sinclaire & Associates, Llc
  Cincinnati, OH
• 07/2020 → 03/2022
  F/M Investments, Llc
  Washington, DC
• 07/2020 → 03/2022
  F/M Acceleration, Llc
  Washington, DC
• 04/2022 → 03/2023
  Global Value Investment Corp
  Milwaukee, WI
• 03/2023 → 02/2025
  Lincoln Financial Advisors Inc
  Philadelphia, PA
• 03/2023 → 02/2025
  Lincoln Financial Securities Inc
  Philadelphia, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2023-05-23 → 2025-01-24
  Osaic Fa, Inc.
  Radnor, PA
  Miami Beach, FL
  Fernandina Beach, FL
  Fort Wayne, IN
• 2022-05-18 → 2023-03-06
  Global Value Investment Corporation
  Cincinnati, OH
  Miami Beach, FL
  Milwaukee, WI
• 2020-07-16 → 2022-04-20
  F/M Investments Llc
  Cincinnati, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-21
• S65 Uniform Investment Adviser Law Examination
  2022-12-21

Other Names

• Curtiss Lincoln Tharp