Donald Evan Peabody

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

• 12/2002 → 01/2021
  Umpqua Investments, Inc.
  Coos Bay, OR
• 01/2021 → 11/2023
  Fsc
  Coos Bay, OR
• 11/2023 → Present
  Osaic Wealth, Inc.
  Coos Bay, OR

Previous Registrations

• 2021-01-07 → 2023-11-03
  Fsc Securities Corporation
  Coos Bay, OR
  Bend, OR
  Coos Bay, OR
• 2007-07-11 → 2021-01-11
  Steward Partners Investment Solutions, Llc
  Coos Bay, OR
  Coos Bay, OR

Other Businesses

1. HOPE CHRISTIAN CHURCH POSITION: Senior pastor NATURE: Presumed 501C3 Religious organization INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2013 ADDRESS: 1954 Union Ave, North Bend OR 97459, United States DESCRIPTION: Creating and presenting Bible studies and Sunday sermons, presiding over weddings, funerals, dedications, and general pastoral activities 2. KALYX CAPITAL POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/07/2021 ADDRESS: 604 Harriman St, Bend OR 97703, United States DESCRIPTION: Independent Financial Advisor being supervised by Kalyx as OSJ

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-07
• S63 Uniform Securities Agent State Law Examination
  1991-09-30