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Patrick Anthony Flanagan

Osaic Wealth, Inc.

Santa Fe, NM

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-01-30
FL RA APPROVED 2024-01-26
NM RA APPROVED 2024-01-26
TX RA APPROVED 2024-01-25
  • MA RA
    APPROVED
    Since 2024-01-30
  • FL RA
    APPROVED
    Since 2024-01-26
  • NM RA
    APPROVED
    Since 2024-01-26
  • TX RA
    APPROVED
    Since 2024-01-25

Branch Locations

1925 Aspen Drive Unit 601-A, Santa Fe, NM 87505 • 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
Abacus Tax Company Santa Fe NM 01/1990 Present
Fsc Securities Corporation Albuquerque NM 05/1996 11/2023
Corless And Associates Corrales NM 01/1990 07/2024
Osaic Wealth, Inc. Santa Fe NM 11/2023 Present
  • 01/1990 → Present
    Abacus Tax Company
    Santa Fe, NM
  • 05/1996 → 11/2023
    Fsc Securities Corporation
    Albuquerque, NM
  • 01/1990 → 07/2024
    Corless And Associates
    Corrales, NM
  • 11/2023 → Present
    Santa Fe, NM
Previous Registrations
  • 2002-10-31 → 2023-12-31
    Corless & Associates, Llc
    Santa Fe, NM
Other Businesses

1) ABACUS TAX COMPANY, INC; NOT INVESTMENT RELATED; 1925 ASPEN DRIVE, SUITE 601-A SANTA FE, NM, 87505; OWNER/MANAGER; START DATE 01/01/1990; APPROX/HRS/MTH 30; SEC/HRS 10; TAX PREPARATION 2) PATRICK FLANAGAN POSITION: Owner/Operator NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 1925 ?Aspen Drive, Suite 601-A, Santa Fe NM 87505, United States DESCRIPTION: Hold fixed insurance license

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-12-28
  • S63 Uniform Securities Agent State Law Examination
    1989-12-28

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