Ronald Edward Shibley

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

• 06/2006 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 06/2006 → 07/2020
  Investacorp Advisory Services
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Mechanicsville, VA
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Mechanicsville, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mechanicsville, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mechanicsville, VA

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Mechanicsville, VA
• 2006-06-12 → 2020-07-17
  Investacorp Advisory Services Inc
  Mechanicsville, VA
• 1995-11-17 → 2006-06-08
  Transamerica Financial Advisors, Llc
  Mechanicsville, VA
  Mechanicsville, VA
  Richmond, VA

Other Businesses

1. ANGLICAN INTERNET CHURCH POSITION: Principal NATURE: I am an ordained Anglican clergyman. I have retired from pulpit ministry (2014) but maintain a web site which offers books, videos, and podcasts. I currently have 13 books. All books are published through KDP Publishing. All royalties are paid to me personally and are transferred to the church account each month. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2010 ADDRESS: 7162 Soft Wind Ln, Mechanicsville VA 23111 DESCRIPTION: I write and publish religious-themed books sold through KDP Publishing and my Amazon Author Central page. Book royalties are paid monthly to my personal account and are transferred monthly in an equal amount into the church checking account. I receive no other compensation or reimbursement from these activities. 2. DBA - Retirement Management Associates 3. RETIREMENT MANAGEMENT ASSOCIATES POSITION: owner/manager NATURE: Fixed Insurance/Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1995 ADDRESS: 7162 SOFT WIND LN, MECHANICSVILLE VA 23111-5623, United States DESCRIPTION: Marketing fixed index annuities as a risk hedge for retired clients and prospects.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-02-24
• S65 Uniform Investment Adviser Law Examination
  1992-02-24