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Paul Michael O'MAlley

Osaic Wealth, Inc.

Worcester, MA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-09-01
  • MA RA
    APPROVED
    Since 2023-09-01

Branch Locations

70 Holden Street, Worcester, MA 01605 • 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
Securian Financial Services Inc St Paul MN 09/2020 08/2022
Minnesota Life Insurance Co St Paul MN 09/2020 08/2022
Securian Advisors Of New England Braintree MA 09/2020 08/2022
James A. O'MAlley, C.P.A. Worcester MA 09/2015 Present
Sagepoint Financial Braintree MA 08/2022 Present
Osaic Wealth, Inc. Worcester MA 09/2023 Present
  • 09/2020 → 08/2022
    Securian Financial Services Inc
    St Paul, MN
  • 09/2020 → 08/2022
    Minnesota Life Insurance Co
    St Paul, MN
  • 09/2020 → 08/2022
    Securian Advisors Of New England
    Braintree, MA
  • 09/2015 → Present
    James A. O'MAlley, C.P.A.
    Worcester, MA
  • 08/2022 → Present
    Sagepoint Financial
    Braintree, MA
  • 09/2023 → Present
    Worcester, MA
Previous Registrations
  • 2022-08-02 → 2023-09-01
    Osaic Services, Inc.
    Braintree, MA
    Worcester, MA
  • 2021-01-22 → 2022-08-19
    Securian Financial Services, Inc.
    Braintree, MA
Other Businesses

1) FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/14/2020 ADDRESS: 70 Holden St., Worcester MA 01605, United States DESCRIPTION: Offering clients fixed insurance options. 2) JAMES A. O'MALLEY, C.P.A. POSITION: Accountant NATURE: Accounting and tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 15 START DATE: 09/01/2015 ADDRESS: 70 Holden St., Worcester MA 01605, United States DESCRIPTION: Tax Preparation and general accounting.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-06
  • S66 Uniform Combined State Law Examination
    2021-01-06
Other Names
  • Paul Michael Omalley

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