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Clifford Hood Chaplin

Osaic Wealth, Inc.

Tallahassee, FL

Tallahassee, FL

CRD 8246101

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-15
  • FL RA
    APPROVED
    Since 2026-06-15

Branch Locations

1425 E Piedmont Dr Ste 303, Tallahassee, FL 32308 • United States

1574 Village Square Blvd. Suite 200, Tallahassee, FL 32309 • 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
Osaic Wealth, Inc. Tallahassee FL 03/2026 Present
Premier Transportation Lake Park GA 11/2015 04/2018
Johnson & Johnson Transport Inc Madison FL 04/2018 03/2020
Johnson & Johnson Transport Inc Madison FL 03/2020 09/2020
Connexion Point Sandy UT 09/2020 01/2022
State Securities Corp Tallahassee FL 01/2022 03/2026
  • 03/2026 → Present
    Osaic Wealth, Inc.
    Tallahassee, FL
  • 11/2015 → 04/2018
    Premier Transportation
    Lake Park, GA
  • 04/2018 → 03/2020
    Johnson & Johnson Transport Inc
    Madison, FL
  • 03/2020 → 09/2020
    Johnson & Johnson Transport Inc
    Madison , FL
  • 09/2020 → 01/2022
    Connexion Point
    Sandy, UT
  • 01/2022 → 03/2026
    State Securities Corp
    Tallahassee, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-08
  • S66 Uniform Combined State Law Examination
    2025-10-08

View on SEC IAPD

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