Anthony John Patino

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

• 04/2018 → 06/2024
  Securities America, Inc.
  La Vista, NE
• 01/2016 → 04/2018
  Securities America Inc.
  La Vista, NE
• 04/2018 → 06/2024
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2019-11-20 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

SECURITIES AMERICA ADVISORS POSITION: SAI Employee NATURE: Affiliation with Securities America Advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2019 ADDRESS: 12325 Port Grace Blvd., La Vista NE 68128 DESCRIPTION: SAI Employee

Exams

• S66 Uniform Combined State Law Examination
  2019-11-18