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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2019-09-03 |
| IN | RA | APPROVED | 2017-09-20 |
| PA | RA | APPROVED | 2017-04-27 |
| DE | RA | APPROVED | 2015-05-27 |
| NJ | RA | APPROVED | 2003-06-05 |
Branch Locations
1800 Chapel Ave W Suite 302, Cherry Hill, NJ 08002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc | Cherry Hill | NJ | 12/2002 | Present |
1) PINNACLE TAXX; INVESTMENT RELATED; 1800 Chapel Ave Ste 302 Cherry Hill NJ 08002; STATUTORY AGENT; STARTED 07/01/2000; 10 HRS/MTH; 0 HRS/MTH DURING ST HOURS; SALE OF INSURANCE PRODUCTS. 2) SUMMIT TAX AND INVESTMENTS INC DBA/PINNACLE TAXX POSITION: Other - Insurance Rep NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2000 ADDRESS: 1800 Chapel ave west, ste 302, Cherry Hill NJ 08002, United States DESCRIPTION: insurance rep
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-04 |
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