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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-02 |
| FL | RA | APPROVED | 2024-04-30 |
| IL | RA | APPROVED | 2024-01-19 |
Branch Locations
7808 W. College Drive Suite 3W, Palos Heights, IL 60463 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adducci Accounting | Palos Heights | IL | 01/2005 | Present |
| Adducci Financial Services, Ltd | Palos Heights | IL | 01/2009 | 11/2016 |
| Avantax Advisory Services | Palos Heights | IL | 11/2016 | 10/2021 |
| Avantax Investment Services, Inc. | Palos Heights | IL | 09/2019 | 10/2021 |
| Woodbury Financial Services Inc | Lombard | IL | 10/2021 | 01/2024 |
| Osaic Wealth, Inc. | Palos Heights | IL | 01/2024 | Present |
1. Village of Crestwood Comptroller (employee) 2. VILLAGE OF CRESTWOOD POSITION: Controller NATURE: Government agency INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2021 ADDRESS: 13800 S Cicero Ave, Crestwood IL 60418, United States DESCRIPTION: Financial statement preparation 3. ADDUCCI VEGA FINANCIAL GROUP, LLC POSITION: Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2005 ADDRESS: 7808 W. College Drive, Ste 3W, Palos Heights IL 60463, United States DESCRIPTION: CPA providing tax preparation and accounting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-05 |
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