Alicia May Larson

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
MA	RA	APPROVED	2023-11-03

MA RA
APPROVED

Since 2023-11-03

Branch Locations

Berkley, MA • 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
Fsc Securities Corporation	Norton	MA	02/2009	11/2023
Osaic Wealth, Inc.	North Dighton	MA	11/2023	Present

02/2009 → 11/2023

Fsc Securities Corporation

Norton, MA
11/2023 → Present

Osaic Wealth, Inc.

North Dighton, MA

Previous Registrations

2013-06-17 → 2023-11-03

Fsc Securities Corporation

North Dighton, MA

Other Businesses

1) ALICIA LARSON-INSURANCE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1995 ADDRESS: 84 Seymour Street, Berkley MA 02779, United States DESCRIPTION: Life, or long term care is discussed and recommended if needed

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-06-06
S65	Uniform Investment Adviser Law Examination	1999-12-20
S63	Uniform Securities Agent State Law Examination	1992-05-01

S66 Uniform Combined State Law Examination

2013-06-06
S65 Uniform Investment Adviser Law Examination

1999-12-20
S63 Uniform Securities Agent State Law Examination

1992-05-01

Other Names

Alice May Gomes
Alicia Gomes
Alicia M Larson

View on SEC IAPD