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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-11-03
  • MI RA
    APPROVED
    Since 2023-11-03

Branch Locations

7150 Dixie Hwy Suite 3, Clarkston, MI 48346 • 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
Woodworth Financial Gross Pointe Woods MI 05/2002 12/2016
Fsc Securities Corporation Atlanta GA 07/2002 11/2023
Boyd Investment Services Grand Blanc MI 12/2016 Present
Osaic Wealth, Inc. Clarkston MI 11/2023 Present
  • 05/2002 → 12/2016
    Woodworth Financial
    Gross Pointe Woods, MI
  • 07/2002 → 11/2023
    Fsc Securities Corporation
    Atlanta, GA
  • 12/2016 → Present
    Boyd Investment Services
    Grand Blanc, MI
  • 11/2023 → Present
    Clarkston, MI
Previous Registrations
  • 2015-01-12 → 2023-11-03
    Fsc Securities Corporation
    Grosse Pointe Woods, MI
    Clarkston, MI
Other Businesses

1. BOYD INVESTMENT SERVICES LLC POSITION: Managing Executive NATURE: LLC was established in August, 2016 but only using Boyd Investment Services( no LLC) as Marketing Name at present. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 08/15/2016 ADDRESS: 7150 Dixie Hwy, Suite #3, Clarkston MI 48346, United States DESCRIPTION: Boyd Investment Services is the marketing name used for my current duties with Osaic Wealth, Inc. Everything I do with Osaic Wealth, Inc. , including trading, portfolio management, Advisory , admin, etc. is done through Boyd Investment Services ( no LLC at present) as the Marketing name. Boyd Investment Services LLC is the established company. Currently no compensation is done through the established company only administrative at present.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-17
S63 Uniform Securities Agent State Law Examination 1991-11-05
  • S65 Uniform Investment Adviser Law Examination
    2014-12-17
  • S63 Uniform Securities Agent State Law Examination
    1991-11-05
Other Names
  • Betsy A Boyd

View on SEC IAPD

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