Best Investors
Account
Sign in
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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-15 |
| FL | RA | APPROVED | 2024-09-10 |
| GA | RA | APPROVED | 2024-01-19 |
| NC | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
1117 Perimeter Center West Suite W507, Atlanta, GA 30338 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial | Atlanta | GA | 07/2007 | 01/2024 |
| Osaic Wealth, Inc. | Atlanta | GA | 01/2024 | Present |
1) CKM CAPITAL GROUP POSITION: AGENT NATURE: CORPOPRATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/23/2002 ADDRESS: 1117 Perimeter Center West, ATLANTA GA 30338, United States DESCRIPTION: SERVICE AND RECEIVE TRAILS FOR FIXED INDEXED ANNUITIES SOLD PRIOR TO JOINING WOODBURY IN 2007 2) THOMAS A KUDARAUSKAS INC POSITION: POA NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 05/02/2023 ADDRESS: 1117 Perimeter Center Werst, Atlanta GA 30319, United States DESCRIPTION: Financial Power of Attorney 3) CKM CAPITAL GROUP POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/18/2001 ADDRESS: 1117 Perimeter Center West, Suite W507, Atlanta GA 30338, United States DESCRIPTION: SALE AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-09 |
Reach out to this advisor