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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 | 2025-09-12 |
| GA | RA | APPROVED | 2023-11-03 |
| MD | RA | APPROVED | 2023-11-03 |
| SC | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellstar Cobb Hospital | Austell | GA | 09/2014 | 03/2021 |
| Fsc Securities / The Legacy One Group | Pearland | TX | 11/2020 | 04/2021 |
| Fsc Securities / The Legacy One Group | Pearland | TX | 04/2021 | 06/2023 |
| Fsc Securities / The Legacy One Group | Pearland | TX | 06/2023 | 11/2023 |
| Osaic Wealth, Inc. | Atlanta | GA | 11/2023 | Present |
1. CHRISTIAN BRATTON POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2021 ADDRESS: 4317 Revere Cir, Marietta GA 30062, United States DESCRIPTION: Licensed to sell Life, Disability and Health insurance. 2. SINGLETRACK FINANCIAL LLC POSITION: Supervision Delegate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/09/2023 ADDRESS: 3369 Pinestream Rd. NW, Atlanta GA 30327, United States DESCRIPTION: I am an employee of Singletrack LLC, a DBA entity formed to market and administer securities business conducted through Osaic Wealth, Inc. My primary role is Supervision Delegate, and I perform most of the supervision functions of the OSJ office. 3. TBD, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2025 ADDRESS: 4317 Revere Cir, Marietta GA 30062, United States DESCRIPTION: Administration of LLC. 4. BRATTON FINANCIAL PLANNING, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2025 ADDRESS: 4317 Revere Cir, Marietta GA 30062, United States DESCRIPTION: Administration of LLC. 5. SUCCESSOR EXECUTOR FOR NANCY KARAHUTA POSITION: Successor Executor NATURE: Successor Executor, no business entity INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 4317 Revere Cir, Maretta GA 30062, United States DESCRIPTION: My Aunt, Nancy Karahuta, met with her estate attorney and updated her will. My cousin is her executor, but I am named as successor executor. 6. CHRISTIAN BRATTON POSITION: Tax Preparer NATURE: Tax Preparer INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2026 ADDRESS: 4317 Revere Cir, Marietta GA 30062, United States DESCRIPTION: I have completed H&R Block tax preparer course and IRS Annual Filing Season Program. I plan to further my tax knowledge and support tax professionals in our OSJ helping with data entry on tax returns, working under more experienced and credentialed tax professionals. This is provided as a value-add at this time. I will not be compensated.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-19 |
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