Best Investors Account Sign in
Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-23
MA RA APPROVED 2025-03-13
  • FL RA
    APPROVED
    Since 2025-05-23
  • MA RA
    APPROVED
    Since 2025-03-13

Branch Locations

350 Park Street Suite 205 S, North Reading, MA 01864 • 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
Securities America, Inc North Reading MA 10/2019 04/2022
Securities America, Inc North Reading MA 04/2022 06/2024
Goldstein-Milano Llc Reading MA 10/2019 12/2021
Venture Forward Partners, Llc Framingham MA 06/2019 09/2020
Paytronix Systems, Inc Newton MA 03/2016 05/2019
Osaic Wealth, Inc. North Reading MA 06/2024 Present
  • 10/2019 → 04/2022
    Securities America, Inc
    North Reading, MA
  • 04/2022 → 06/2024
    Securities America, Inc
    North Reading, MA
  • 10/2019 → 12/2021
    Goldstein-Milano Llc
    Reading, MA
  • 06/2019 → 09/2020
    Venture Forward Partners, Llc
    Framingham, MA
  • 03/2016 → 05/2019
    Paytronix Systems, Inc
    Newton, MA
  • 06/2024 → Present
    North Reading, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-22
  • S66 Uniform Combined State Law Examination
    2023-12-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in North Reading, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor