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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_RES | 2025-02-24 |
| FL | RA | APPROVED | 2024-09-04 |
| MI | RA | APPROVED | 2021-10-04 |
Branch Locations
Powers Court Building 17199 N Laurel Park Drive Suite 300, Livonia, MI 48152 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Albion | MI | 08/2017 | Present |
| Unemployed | Wixom | MI | 01/2011 | 05/2017 |
| Hartman And Tyner | Southfeild | MI | 05/2018 | 08/2018 |
| Hartman And Tyner | Southfeild | MI | 05/2019 | 08/2019 |
| Northwestern Mutual | Philadelphia | PA | 08/2020 | 10/2020 |
| Osaic Wealth, Inc. | Livonia | MI | 08/2021 | Present |
1) INSIGNIA FINANCIAL COMPANY- SECURITIES POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/14/2021 ADDRESS: 17199 N Laurel Park Dr, Suite 300, Livonia MI 48152, United States DESCRIPTION: Entity is owned by Robert Wright. He has given me permission to use this DBA name for all Royal Alliance Business. 2) INSIGNIA FINANCIAL COMPANY - FIXED INSURANCED POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/14/2021 ADDRESS: 17199 N Laurel Park Drive, Suite 300, Livonia MI 48152, United States DESCRIPTION: Entity is owned by Robert Wright. He has given me permission to use this DBA name for all Royal Alliance Business. 3) MICHIGAN FINANCIAL COMPANIES POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 06/14/2021 ADDRESS: 28411 Northwestern Hwy #1300, Southfield MI 48034, United States DESCRIPTION: Administrative duties including processing paperwork, Client relations, scheduling appointments, following up with clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-25 |
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