Cora Danielle Dawson

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

• 12/2018 → Present
  Gary A. May (May Financial Services)
  Evansville, IN
• 03/2018 → 05/2019
  Evansville State Bank
  Evansville, IN
• 08/2017 → 03/2018
  Academy Sports + Oudoors
  Evansville, IN
• 06/2016 → 08/2017
  Donut Bank Bakery
  Princeton, IN
• 08/2009 → 05/2017
  Middle/High School
  Haubstadt / Fort Branch, IN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Evansville, IN

Previous Registrations

• 2020-11-19 → 2025-01-24
  Osaic Fa, Inc.
  Evansville, IN

Other Businesses

1. MAY FINANCIAL SERVICES, LLC POSITION: Registered Admin NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: 101 Plaza East Blvd, Suite 116, Evansville IN 47715, United States DESCRIPTION: This is my job affiliated with Osaic. I trade for clients, fill out paperwork for new and existing accounts. Manage files for new and existing clients. Answer phone calls. Speak with other companies regarding client accounts. Etc.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-03

Other Names

• Cora Danielle Blume