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Jimmy James Kuka

Osaic Wealth, Inc.

Beacon, NY

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-23
  • NY RA
    APPROVED
    Since 2026-02-23

Branch Locations

427 Main Street Suite 104, Beacon, NY 12508 • 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
Rbt Wealth Beacon NY 12/2024 Present
Altium Wealth Purchase NY 05/2024 08/2024
The Shark Group Pleasant Valley NY 06/2023 12/2023
Full Time Student Beacon NY 09/2008 05/2025
Splashdown Beach Fishkill NY 05/2019 08/2019
Yankee Clipper Diner Beacon NY 04/2021 08/2021
Kuka Heating And Cooling Wappingers Falls NY 05/2018 12/2022
Osaic Wealth, Inc. Beacon NY 12/2025 Present
  • 12/2024 → Present
    Rbt Wealth
    Beacon, NY
  • 05/2024 → 08/2024
    Altium Wealth
    Purchase, NY
  • 06/2023 → 12/2023
    The Shark Group
    Pleasant Valley, NY
  • 09/2008 → 05/2025
    Full Time Student
    Beacon, NY
  • 05/2019 → 08/2019
    Splashdown Beach
    Fishkill, NY
  • 04/2021 → 08/2021
    Yankee Clipper Diner
    Beacon, NY
  • 05/2018 → 12/2022
    Kuka Heating And Cooling
    Wappingers Falls, NY
  • 12/2025 → Present
    Osaic Wealth, Inc.
    Beacon, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-20
  • S66 Uniform Combined State Law Examination
    2026-02-20

View on SEC IAPD

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