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Klayton Foster Booth

Osaic Wealth, Inc.

Johnston, IA

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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 2024-09-06
IA RA APPROVED 2020-01-27
  • TX RA
    APPROVED_RES
    Since 2024-09-06
  • IA RA
    APPROVED
    Since 2020-01-27

Branch Locations

5700 Merle Hay Road, Johnston, IA 50131 • 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
Jimmy Johns Cedar Falls IA 07/2015 07/2019
Royal Alliance Johnston IA 07/2019 Present
  • 07/2015 → 07/2019
    Jimmy Johns
    Cedar Falls, IA
  • 07/2019 → Present
    Royal Alliance
    Johnston, IA
Other Businesses

1. CENTRAL FINANCIAL GROUP - FIXED INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/01/2019 ADDRESS: 5700 Merle Hay Road, Johnston IA 50511, United States DESCRIPTION: Sell and service Fixed Insurance Products. 2. TAX PREPARATION POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2023 ADDRESS: 2150 NE 18th St, Unit 4, Grimes IA 50111, United States DESCRIPTION: Help clients and non-clients with Tax Preparation in which i charge a fee. 3. STRATEGIC INVESTMENT SOLUTIONS POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2024 ADDRESS: 5700 Merle Hay Rd, Johnston IA 50131, United States DESCRIPTION: This was created for tax purposes only and is not held out to the public 4. NATIONAL ASSOCIATION OF TAX PREPARERS POSITION: Board Member NATURE: Group of tax preparers that help set up meetings to spread information and updates about taxes. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/06/2025 ADDRESS: 9641 Valley Pkwy, Johnston IA 50131, United States DESCRIPTION: Meet quarterly with other board members to help set up an annual meeting where a presenter discusses upcoming tax changes necessary for tax preparers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-24
  • S66 Uniform Combined State Law Examination
    2020-01-24

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