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Tarrence Ray Trusty

Osaic Wealth, Inc.

Elkhart, IN

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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 2020-07-28
  • IN RA
    APPROVED
    Since 2020-07-28

Branch Locations

24005 U.S. Highway 33, Elkhart, IN 46517 • 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
Investment Center At Crossroads Bank Wabash IN 05/2019 12/2020
Indiana Wesleyan University Marion IN 06/2005 05/2019
Osaic Wealth, Inc. Wabash IN 06/2020 Present
  • 05/2019 → 12/2020
    Investment Center At Crossroads Bank
    Wabash, IN
  • 06/2005 → 05/2019
    Indiana Wesleyan University
    Marion, IN
  • 06/2020 → Present
    Wabash, IN
Other Businesses

1) Rental Real Estate POSITION: owner; NATURE: SOLE PROPIETORSHIP; INVESTMENT RELATED: No; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 0; START DATE: 01/01/2018 ADDRESS: 757 N WABASH ST, WABASH, IN 46992 DESCRIPTION: Collect rents. Light maintenance. 2) INSURANCE SALES/FERVIDA FINANCIAL STRATEGIES, LLC POSITION: Independent insurance sales NATURE: Insurance sales and service INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/09/2023 ADDRESS: 24005 US Highway 33, Elkhart IN 46517 DESCRIPTION: Sales of insurance products 3) FERVIDA FINANCIAL STRATEGIES, LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 03/10/2025 ADDRESS: 24005 US 33, Elkhart IN 46517 DESCRIPTION: I assist one Investment Advisor Representative by preparing review paperwork, opening new accounts, scheduling appointments, and answering phone calls. I also do sales and marketing for securities, investment advisory services, and insurance products. W2 employee.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-23
  • S66 Uniform Combined State Law Examination
    2020-07-23

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