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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-11-03
  • OH RA
    APPROVED
    Since 2023-11-03

Branch Locations

2149 North Fairfield Road Suite# B, Beavercreek, OH 45431 • 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
Pruco Securities, Llc. Centerville OH 08/2021 08/2023
Beavercreek Middle School And High School Beavercreek OH 08/2011 03/2017
Taco Bell Beavercreek OH 03/2017 08/2018
Wright State University Dayton OH 09/2018 04/2019
Rapid Fired Pizza Dayton OH 05/2019 07/2019
Wright State University Dayton OH 08/2019 03/2021
Unemployed Beavercreek OH 04/2021 08/2021
Prudential Insurance Company Of America Centerville OH 09/2021 08/2023
Fsc Securities Corporation Dayton OH 09/2023 11/2023
Osaic Wealth, Inc. Dayton OH 11/2023 Present
  • 08/2021 → 08/2023
    Centerville, OH
  • 08/2011 → 03/2017
    Beavercreek Middle School And High School
    Beavercreek, OH
  • 03/2017 → 08/2018
    Taco Bell
    Beavercreek, OH
  • 09/2018 → 04/2019
    Wright State University
    Dayton, OH
  • 05/2019 → 07/2019
    Rapid Fired Pizza
    Dayton, OH
  • 08/2019 → 03/2021
    Wright State University
    Dayton, OH
  • 04/2021 → 08/2021
    Unemployed
    Beavercreek, OH
  • 09/2021 → 08/2023
    Prudential Insurance Company Of America
    Centerville, OH
  • 09/2023 → 11/2023
    Fsc Securities Corporation
    Dayton, OH
  • 11/2023 → Present
    Dayton, OH
Previous Registrations
  • 2023-09-19 → 2023-11-03
    Fsc Securities Corporation
    Dayton, OH
  • 2021-09-02 → 2023-08-28
    Columbus, OH
    Centerville, OH
Other Businesses

SMITH MOSES AND COZAD LLC POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/19/2023 ADDRESS: 2149 N Fairfield Rd, Beavercreek OH 45431, United States DESCRIPTION: Placing trades, Working with financial planning software, using morningstar for portfolio analysis, helping with 401k account and enrolling new workers for that business

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