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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-07 |
| DE | RA | APPROVED | 2024-10-01 |
| GA | RA | APPROVED | 2024-03-07 |
| MI | RA | APPROVED | 2024-03-07 |
| NH | RA | APPROVED | 2023-08-02 |
| NC | RA | APPROVED | 2023-08-02 |
| FL | RA | APPROVED | 2023-07-28 |
| TX | RA | APPROVED_RES | 2023-07-27 |
| PA | RA | APPROVED | 2021-05-06 |
| NV | RA | APPROVED | 2018-11-27 |
| CA | RA | APPROVED | 2018-11-02 |
| CO | RA | APPROVED | 2018-11-02 |
| CT | RA | APPROVED | 2018-11-02 |
| ME | RA | APPROVED | 2018-11-02 |
| MA | RA | APPROVED | 2018-11-02 |
| RI | RA | APPROVED | 2018-11-02 |
| SC | RA | APPROVED | 2018-11-02 |
| VA | RA | APPROVED | 2018-11-02 |
Branch Locations
160 Gould Street Suite 212, Needham Heights, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 06/1990 | Present |
| John Hancock Life Insurance Company | Boston | MA | 01/2000 | Present |
| Osaic Wealth, Inc. | Needham Heights | MA | 11/2018 | Present |
1) INSURANCE BROKERAGE POSITION: Agent NATURE: Offering Insurance Products through various approved BGA outlets INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2019 ADDRESS: 160 Gould Street, Needham MA 02494, United States DESCRIPTION: Act as an agent soliciting various insurance products 2) CFGRE, LLC POSITION: Owner NATURE: LLC that owns commercial property and leases it back to Centinel Financial Group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2008 ADDRESS: 462 Plain Street, Marshfield MA 02050, United States DESCRIPTION: Own 50% of the property but am not involved in the day to day operations or management of the property 3) CENTINEL FINANCIAL GROUP, LLC POSITION: Managing Partner NATURE: Primary DBA for my financial services business INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 01/02/2008 ADDRESS: 160 Gould Street, Needham MA 02494, United States DESCRIPTION: 50% owner of DBA that markets insurance and investment products and financial planning services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-16 |
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