Emprey Shivers

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

• 02/2020 → 07/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 05/2019 → 12/2019
  Nurses First Solutions
  Winter Park, FL
• 08/2018 → 12/2019
  Contemporary Services Co
  Orlando, FL
• 04/2018 → 05/2018
  Ucf Bookstore
  University, FL
• 08/2017 → 12/2019
  University Of Central Florida
  University, FL
• 05/2016 → 08/2017
  Planet Fitness
  Jacksonville, FL
• 08/2015 → 05/2017
  Florida State College Of Jacksonville
  Jacksonville, FL
• 05/2016 → 11/2017
  Deerwood Country Club/Oasis
  Jacksonville, FL
• 10/2022 → Present
  Royal Alliance Associates, Inc.
  Jersey City, NJ
• 07/2022 → 09/2022
  Fidelity Investments
  Trenton, NJ

Previous Registrations

• 2022-10-06 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
• 2022-10-06 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2022-10-06 → 2023-11-03
  Fsc Securities Corporation
  Atlanta, GA
• 2022-10-06 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2020-09-15 → 2022-07-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-09-11

Other Names

• Emprey Junius Shivers
• Emprey J Shivers
• Emprey Junius Shivers