R. L Lawrence

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

• 09/2005 → 12/2018
  Next Financial Group, Inc.
  Provo, UT
• 12/2018 → 09/2023
  Sagepoint Financial, Inc
  Provo, UT
• 09/2023 → Present
  Osaic Wealth, Inc.
  Provo, UT

Previous Registrations

• 2018-12-21 → 2023-09-01
  Osaic Services, Inc.
  Provo, UT
  Scottsdale, AZ
  Provo, UT
• 2005-10-03 → 2018-12-21
  Next Financial Group, Inc.
  Provo, UT
• 2002-08-05 → 2005-09-01
  Citigroup Global Markets Inc.
  Provo, UT
• 1999-03-30 → 2002-08-05
  Piper Sandler & Co.
  Salt Lake City, UT

Other Businesses

1) R LARRY LAWRENCE POSITION: agent NATURE: insurance sales, life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2005 ADDRESS: 3585 north university ave, suite 275, Provo UT 84604, United States; DESCRIPTION: sell insurance 2) LAWRENCE INVESTMENTS LLC POSITION: owner NATURE: office leasing, investment related INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/01/2005 ADDRESS: 3585 north university Ave, suite 275, Provo UT 84604, United States DESCRIPTION: work investing funds, managing employees, recruiting new business 3) CHURCH AND LAWRENCE LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2011 ADDRESS: 1049 east 590 South, Orem UT 84604, United States DESCRIPTION: raise beef cattle, feed them brand them, 4) LAWRENCE WEALTH MANAGEMENT POSITION: Corporate Officer NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 300 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2018 ADDRESS: 3585 N University Ave, Suite 275, Provo UT 84604, United States DESCRIPTION: President; offering securities and investment advisory services. 5) DARBY MONTANA RESORT LLC POSITION: partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2021 ADDRESS: 195 orr loop road, darby MT 59829, United States DESCRIPTION: Purchase price is $1,225,000.00 equal ownership by Dr. Brad Boswell, client Shaylin Peck, and myselfWe are each investing $200,000.00 and obtaining a $800,000.00 business real estate loan. The extra investment cash will be used to refurbish the 7000 sq foot property 6) USATF FOUNDATION POSITION: Member of the Board of Director NATURE: Usatf foundation supports track and field teams and athletes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2025 ADDRESS: d.t.moore & Company, 217 n lincoln ave., Salem OH 44460, United States DESCRIPTION: Meet with the board twice a year and provide valuable input on track and field teams and athletes 7)LAWRENCE WEALTH MANAGEMENT POSITION: owner NATURE: this is our dba but the auditor somehow told us we needed to list it as a oba INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/30/2019 ADDRESS: 5314 north river run drive, suite, provo UT 84604, United States DESCRIPTION: this is our dba

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-04
• S65 Uniform Investment Adviser Law Examination
  1998-12-04

Other Names

• Robert Larry Lawrence