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William Joseph Dorsch

Osaic Wealth, Inc.

Mishawaka, IN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-26
IN RA APPROVED 2020-06-04
  • TX RA
    APPROVED_RES
    Since 2024-09-26
  • IN RA
    APPROVED
    Since 2020-06-04

Branch Locations

3740 Edison Lakes Parkway, Mishawaka, IN 46545 • 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
Menards Bloomington IN 05/2016 05/2019
Unemployed Granger IN 05/2019 01/2020
Osaic Wealth, Inc. Mishawaka IN 01/2020 Present
  • 05/2016 → 05/2019
    Menards
    Bloomington, IN
  • 05/2019 → 01/2020
    Unemployed
    Granger, IN
  • 01/2020 → Present
    Osaic Wealth, Inc.
    Mishawaka, IN
Other Businesses

1) CLARITY FINANCIAL PARTNERS POSITION: Investment Advisor Representative NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/04/2020 ADDRESS: 3740 EDISON LAKES PARKWAY, MISHAWAKA IN 46545, United States DESCRIPTION: Sales/marketing of securities and insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-29
S63 Uniform Securities Agent State Law Examination 2020-02-03
  • S65 Uniform Investment Adviser Law Examination
    2020-05-29
  • S63 Uniform Securities Agent State Law Examination
    2020-02-03
Other Names
  • William Joseph Dorsch

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

BARBARA LYNN WOLFE
DANIEL DOUGLAS ARNOLD
RAYMOND SAMUEL BYERS
JOSEPH FRANK VARGA
CHARLES ADAMS HENRY
JOHN WILLIAM ROSENTHAL
NATHAN WILLIAM RUMELY
KYLE PATRICK EVERETT

Other Offices

UBS FINANCIAL SERVICES INC. · MISHAWAKA, IN
ROSENTHAL | HENRY CAPITAL ADVISORS, INC. · MISHAWAKA, IN
ROBERT W. BAIRD & CO. INCORPORATED · Mishawaka, IN
RAYMOND JAMES & ASSOCIATES, INC. · MISHAWAKA, IN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MISHAWAKA, IN
SYM FINANCIAL ADVISORS · Mishawaka, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Mishawaka, IN
WELLS FARGO CLEARING SERVICES, LLC · MISHAWAKA, IN

More in Mishawaka, IN

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