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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-28 |
| CO | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Glendale | AZ | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Glendale | AZ | 11/2018 | Present |
1) BUNKER FINANCIAL SERVICES, INC, 5763 W. CORRINE DR, GLENDALE, AZ, OWNER/MANAGER, DBA NAME FOR FIXED LIFE AND ANNUITY SALES, INV-RELATED, 200 HRS/MO 2) BUNKER FINANCIAL SERVICES INC. POSITION: President NATURE: S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 02/07/2005 ADDRESS: 13944 N. 71st Lane, Peoria AZ 85381-5053, United States DESCRIPTION: I sell and service life insurance, fixed annuities, group health insurance and disability insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-22 |
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