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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Hypoluxo | FL | 06/2010 | 05/2017 |
| Summit Financial Group | Hypoluxo | FL | 06/2010 | 05/2017 |
| National Planning Corporation | Hypoluxo | FL | 05/2017 | 10/2017 |
| Securities America Inc. | Boynton Beach | FL | 10/2017 | 06/2024 |
| Securities America Advisors | Boynton Beach | FL | 03/2018 | 06/2024 |
| Osaic Wealth, Inc. | Orange Park | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | Orange Park | FL | 06/2024 | Present |
1. Lake Worth Dollars For Scholars Position: Treasurer Nature: Function as Board Member & Treasurer for Not-for-Profit Scholarship program Lake Worth Dollars For Scholars......Volunteer not paid Investment Related: No Hours: 3 Securities Trading Hours: 3 Start Date: 08/01/2012 Address: 564 S Country Club DR, Lake Worth FL 33462 Description: Maintain Books and records for Scholarship not for profit Do Not have signatory authority on bank accounts 2. MLW TAX & FINANCIAL SERVICES INC POSITION: Notary NATURE: Notary Public INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/18/2014 ADDRESS: 4731 Cypress Dr South, Boynton Beach FL 33436 DESCRIPTION: Providing Notary Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-31 |
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