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Rilee L. Summers

Osaic Wealth, Inc.

Tremonton, UT

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-01-24
  • UT RA
    APPROVED
    Since 2025-01-24

Branch Locations

718 E Main Street Suite 1, Tremonton, UT 84337 • 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
Ace Hardware Tremonton UT 04/2015 04/2017
Skinner Excavating Tremonton UT 06/2017 10/2018
Catoor Livestock Nephi UT 10/2018 11/2018
Autoliv Promotory UT 02/2019 11/2019
Walmart Distribution Center Corinne UT 11/2019 09/2020
Lincoln Financial Advisors Tremonton UT 10/2020 01/2025
Osaic Wealth, Inc. Tremonton UT 01/2025 Present
  • 04/2015 → 04/2017
    Ace Hardware
    Tremonton, UT
  • 06/2017 → 10/2018
    Skinner Excavating
    Tremonton, UT
  • 10/2018 → 11/2018
    Catoor Livestock
    Nephi, UT
  • 02/2019 → 11/2019
    Autoliv
    Promotory, UT
  • 11/2019 → 09/2020
    Walmart Distribution Center
    Corinne, UT
  • 10/2020 → 01/2025
    Lincoln Financial Advisors
    Tremonton, UT
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Tremonton, UT
Previous Registrations
  • 2022-01-10 → 2025-01-24
    Osaic Fa, Inc.
    Tremonton, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-17
  • S66 Uniform Combined State Law Examination
    2021-03-17
Other Names
  • Rilee L Summers
  • Rilee Summers

View on SEC IAPD

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