Alexandra Parrish

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 06/2024
  Securities America, Inc
  Indianapolis, IN
• 04/2020 → Present
  The Spectrum Financial Group, Inc.
  Indianapolis, IN
• 10/2016 → 03/2020
  Zeller Realty Group
  Carmel, IN
• 09/2015 → 09/2016
  Hi Management
  Carmel, IN
• 10/2012 → Present
  Mary Kay Inc
  Noblesville, IN
• 01/2022 → 06/2024
  Securities America Advisors
  Indianapolis, IN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Indianapolis, IN

Previous Registrations

• 2022-01-11 → 2024-06-14
  Securities America Advisors, Inc.
  Indianapolis, IN

Other Businesses

1. SALES REPRESENTATIVE FOR MARY KAY INC. POSITION: Sales Representative NATURE: Selling make-up & skin care products from Mary Kay Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2012 ADDRESS: 183 Abbey Road, Noblesville IN 46060 DESCRIPTION: Sales rep for Mary Kay. Online sales. Selling products to friends and family. I don't make more than $1,000 a year on this. 2. PREFERRED MEMBER & DIRECTOR FOR MELALEUCA THE WELLNESS COMPANY POSITION: Preferred Member NATURE: Meleleuca Wellness Company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 183 Abbey Road, Noblesville IN 46060 DESCRIPTION: Preferred monthly member for their products. I generate $15-$20/month off of friends and family that order beneath me. I have signed people up beneath me and I make money off of their monthly orders. 3. INDIANA REAL ESTATE BROKER'S LICENSE AND REFERRAL PROGRAM WITH REAL BROKER LFRO LLC POSITION: Referrer NATURE: Real Broker, LLC Active Referral Program - no continued education required. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 10150 Lantern Rd, #275, Fishers IN 46037, United States DESCRIPTION: Real Broker, LLC is holding my active Indiana Real Estate Broker's License in their referral program. If I refer someone for their services, I could get a referral fee. 4. INSURANCE SALES THROUGH THE SPECTRUM FINANCIAL GROUP, INC. POSITION: Insurance Sales NATURE: Insurance Sales through The Spectrum Financial Group, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2020 ADDRESS: 9000 Keystone Crossing, Suite 620, Indianapolis IN 46240 DESCRIPTION: We sell all fixed life products and all fixed annuity products, we sell Kansas City Life VUL and Kansas City Life VA. 5. WIFS INDIANA POSITION: President NATURE: WIFS Indiana Chapter for WIFS Nationals. Non-profit. Peer women led group of Women in Insurance and Financial Services designed to Attract, Retain and Develop women in Insurance and Financial Services. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2025 ADDRESS: 9000 Keystone Crossing Ste 620, Indianapolis IN 46240, United States DESCRIPTION: Lead the group as the President. Provide a space that's good for all members and lead the executive committee with their duties for the non-profit.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-07
• S63 Uniform Securities Agent State Law Examination
  2020-12-14

Other Names

• Alex Parrish