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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-11
  • TX RA
    APPROVED
    Since 2025-07-11

Branch Locations

2435 North Central Expressway Suite 1020, Richardson, TX 75080 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mg Retirement Advisors Richardson TX 09/2020 Present
Wylie Independent School District Wylie TX 10/2017 03/2020
Spokane School District Spokane WA 01/2012 04/2017
Osaic Wealth, Inc. Richardson TX 02/2024 Present
Homemaker Sachse TX 04/2017 10/2017
Homemaker Sachse TX 03/2020 09/2020
  • 09/2020 → Present
    Mg Retirement Advisors
    Richardson, TX
  • 10/2017 → 03/2020
    Wylie Independent School District
    Wylie, TX
  • 01/2012 → 04/2017
    Spokane School District
    Spokane, WA
  • 02/2024 → Present
    Richardson, TX
  • 04/2017 → 10/2017
    Homemaker
    Sachse, TX
  • 03/2020 → 09/2020
    Homemaker
    Sachse, TX
Other Businesses

1. THE MCMURDIE GROUP POSITION: Client Service Specialist (registered assistant) NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/08/2020 ADDRESS: 2435 N Central Expressway, Suite 1020, Richardson TX 75080, United States DESCRIPTION: Administrative support; marketing

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-10
  • S66 Uniform Combined State Law Examination
    2025-07-10
Other Names
  • Suzy Powell
  • Suzy Passey

View on SEC IAPD

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