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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-11-04
  • IN RA
    APPROVED
    Since 2022-11-04

Branch Locations

8500 Keystone Crossing Suite 540, Indianapolis, IN 46240 • United States

207 N. High Street, Muncie, IN 47305-1617 • 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
Osaic Wealth, Inc. Muncie IN 07/2022 Present
Royal Alliance Associates, Inc Muncie IN 08/2021 07/2022
Mutual Bank / Northwest Bank Muncie IN 06/2019 08/2021
Mutual Bank Muncie IN 09/2017 06/2019
Mutual Bank Muncie IN 01/2017 09/2017
Bill Gaddis Chrysler Dodge Jeep Ram Muncie IN 08/2015 01/2017
  • 07/2022 → Present
    Muncie, IN
  • 08/2021 → 07/2022
    Royal Alliance Associates, Inc
    Muncie, IN
  • 06/2019 → 08/2021
    Mutual Bank / Northwest Bank
    Muncie, IN
  • 09/2017 → 06/2019
    Mutual Bank
    Muncie, IN
  • 01/2017 → 09/2017
    Mutual Bank
    Muncie, IN
  • 08/2015 → 01/2017
    Bill Gaddis Chrysler Dodge Jeep Ram
    Muncie, IN
Other Businesses

1. WEALTH STRATEGIES INC POSITION: Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2025 ADDRESS: 207 N High St Muncie IN 47305 DESCRIPTION: I meet with clients to discuss their accounts. I work with eMoney to create financial plans. I research and give input on different investments and model management. I assist with marketing and promotion. 2. NOTARY POSITION: Notary NATURE: I am a Notary. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2020 ADDRESS: 3200 W Ashland Ave Muncie IN 47304 DESCRIPTION: Notary Public. I don't advertise, and so I hardly ever notarize anything. I do not charge a fee. 3. HOME SAVERS OF DELAWARE COUNTY POSITION: Board Member NATURE: Home Savers is a nonprofit corporation that helps with home repairs for low-income homeowners in the Delaware County community. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: 3200 W Ashland Ave Muncie IN 47304 DESCRIPTION: I am a board member. I assist in making decisions for the organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-03
  • S66 Uniform Combined State Law Examination
    2022-11-03
Other Names
  • Alex Sulanke

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