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Osaic Institutions, Inc. CRD 35371
$6.49B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-06 |
| MA | RA | APPROVED | 2006-06-05 |
Branch Locations
259 Turnpike St, Canton, MA 02021 • United States
557 Washington, Canton, MA 02021 • United States
67 North Main Street, Randolph, MA 02368 • United States
60 Mcgrath Highway, Quincy, MA 02169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Canton | MA | 03/1999 | Present |
1.) LIFE AND DI RENEWALS. YES, INVESTMENT RELATED. 0 HOURS PER MONTH. ONLY COMPENSATION IS TRAILERS. RENEWALS FROM PRIOR TO INFINEX RELATIONSHIP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-14 |
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