Edward Forrest Wise

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-08-23
TX	RA	APPROVED	2024-08-23

GA RA
APPROVED

Since 2024-08-23
TX RA
APPROVED

Since 2024-08-23

Branch Locations

Suwanee, GA • 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

Organization	City	State	From	To
Triad Advisors, Inc.	Norcross	GA	01/2003	08/2024
Osaic Wealth, Inc.	Suwanee	GA	08/2024	Present

01/2003 → 08/2024

Triad Advisors, Inc.

Norcross, GA
08/2024 → Present

Osaic Wealth, Inc.

Suwanee, GA

Previous Registrations

2003-01-21 → 2024-08-23

Triad Advisors Llc

Kennesaw, GA

Suwanee, GA

Acworth, GA

Blue Ridge, GA

Mccaysville, GA

Mccaysville, GA

Mccaysville, GA

Other Businesses

1. E.F. WISE PLANNING LLC POSITION: OWNER, AGENT NATURE: INSURANCE SALES AND MARKETING INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1991 ADDRESS: 6320 Overlook Club Circle, SUWANEE GA 30024, United States DESCRIPTION: INSURANCE SALES AS NORMAL PART OF ADVISOR DUTIES.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-09-25
S63	Uniform Securities Agent State Law Examination	1991-05-31

S66 Uniform Combined State Law Examination

2000-09-25
S63 Uniform Securities Agent State Law Examination

1991-05-31

Designations

Certified Financial Planner

Other Names

E Forrest Wise

View on SEC IAPD