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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-05-14
FL RA APPROVED 2024-09-25
CA RA APPROVED 2024-06-14
TX RA APPROVED 2024-06-14
  • CT RA
    APPROVED
    Since 2025-05-14
  • FL RA
    APPROVED
    Since 2024-09-25
  • CA RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED
    Since 2024-06-14

Branch Locations

San Francisco, CA • United States

1062 Barnes Rd Suite 303, Wallingford, CT 06492 • United States

5857 Owens Avenue Suite 300, Carlsbad, CA 92008 • 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
Unemployed San Francisco CA 03/2019 07/2019
Parrot, Inc San Francisco CA 08/2015 03/2019
Advantage Finanical Group, Llc Wallingford CT 07/2019 Present
Sercurities Service Network Carlsbad CA 12/2019 09/2020
Securities America, Inc. Carlsbad CA 09/2020 06/2024
Securities America Advisors Carlsbad CA 09/2020 06/2024
Osaic Wealth, Inc. Carlsbad CA 06/2024 Present
  • 03/2019 → 07/2019
    Unemployed
    San Francisco, CA
  • 08/2015 → 03/2019
    Parrot, Inc
    San Francisco, CA
  • 07/2019 → Present
    Advantage Finanical Group, Llc
    Wallingford, CT
  • 12/2019 → 09/2020
    Sercurities Service Network
    Carlsbad, CA
  • 09/2020 → 06/2024
    Securities America, Inc.
    Carlsbad, CA
  • 09/2020 → 06/2024
    Securities America Advisors
    Carlsbad, CA
  • 06/2024 → Present
    Carlsbad, CA
Previous Registrations
  • 2020-09-30 → 2024-06-14
    Securities America Advisors, Inc.
    Carlsbad, CA
Other Businesses

1. RAYMOND HURT POSITION: Self NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2020 ADDRESS: 5857 Owens Ave, Suite 300, Carlsbad CA 92008 DESCRIPTION: Insurance sales and variable products 2. DBA - Advantage Financial Group

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-26
  • S66 Uniform Combined State Law Examination
    2020-06-26

View on SEC IAPD

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