David Scott Tronson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → 06/2024
  Securities America, Inc.
  University Place, WA
• 12/2012 → 06/2024
  Securities America Advisors, Inc.
  Fircrest, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fircrest, WA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fircrest, WA

Previous Registrations

• 2012-12-07 → 2024-06-14
  Securities America Advisors, Inc.
  Fircrest, WA
• 2006-05-10 → 2012-12-07
  Investors Security Company, Inc.
  Fredericksburg, VA
  University Place, WA
  Suffolk, VA
  University Place, WA
  University Place, WA
• 2004-06-07 → 2006-05-08
  1717 Capital Management Company
  Fredericksburg, VA

Other Businesses

1. FREDERICKSBURG FINANCIAL LLC POSITION: Registered IAR NATURE: OSAIC WEALTH, INC. - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 06/2024 - LOCATED AT 1315 FARALLONE AVE, FIRCREST, WA 98466-6733, United States INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/17/2024 ADDRESS: 1315 Farallone Ave., Fircrest WA 98466-6733 DESCRIPTION: Fee-based advisory accounts approved by Osaic Wealth, Inc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-03
• S63 Uniform Securities Agent State Law Examination
  2001-08-08