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Keith Russell Allred

Osaic Wealth, Inc.

Roseville, CA

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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_RES 2026-03-03
CA RA APPROVED 2020-12-11
  • TX RA
    APPROVED_RES
    Since 2026-03-03
  • CA RA
    APPROVED
    Since 2020-12-11

Branch Locations

2360 Professional Drive #200, Roseville, CA 95661 • 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
Blueprint Financial & Insurance Services, Llc Roseville CA 07/2020 Present
Us Army Fort Bliss TX 07/2016 07/2020
Osaic Wealth, Inc. Roseville CA 08/2020 Present
  • 07/2020 → Present
    Blueprint Financial & Insurance Services, Llc
    Roseville, CA
  • 07/2016 → 07/2020
    Us Army
    Fort Bliss, TX
  • 08/2020 → Present
    Roseville, CA
Other Businesses

1. BLUEPRINT FINANCIAL LLC POSITION: Financial Professional NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2020 ADDRESS: 2360 Professional Dr., Suite 200, Roseville CA 95661, United States DESCRIPTION: This is the DBA we use for the office. 2. BLUEPRINT FINANCIAL AND INSURANCE SERVICES LLC POSITION: Financial Professional NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2020 ADDRESS: 2360 Professional Dr., Suite 200, Roseville CA 95661, United States DESCRIPTION: Selling life insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-10
  • S66 Uniform Combined State Law Examination
    2020-12-10
Other Names
  • Keith Allred

View on SEC IAPD

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