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John Bright Russell

Osaic Wealth, Inc.

Highland Beach, FL

CRD 2244563

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-14
TX RA APPROVED_RES 2024-06-14
  • FL RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED_RES
    Since 2024-06-14

Branch Locations

Highland Beach, FL • 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
OrganizationCityStateFromTo
Securities Service Network, Inc. Brentwood TN 06/2005 09/2020
Securities America, Inc. Highland Beach FL 09/2020 06/2024
Securities America Advisors, Inc. Highland Beach FL 09/2020 06/2024
Osaic Wealth, Inc. Highland Beach FL 06/2024 Present
  • 06/2005 → 09/2020
    Securities Service Network, Inc.
    Brentwood, TN
  • 09/2020 → 06/2024
    Securities America, Inc.
    Highland Beach, FL
  • 09/2020 → 06/2024
    Securities America Advisors, Inc.
    Highland Beach, FL
  • 06/2024 → Present
    Highland Beach, FL
Previous Registrations
  • 2020-09-18 → 2024-06-14
    Securities America Advisors, Inc.
    Highland Beach, FL
  • 2005-06-22 → 2020-09-18
    Ssn Advisory, Inc.
    Highland Beach, FL
  • 2004-01-28 → 2005-06-21
    Osaic Fs, Inc.
    Brentwood, TN
  • 2004-06-09 → 2005-06-21
    Independent Advisers Group Corp
    Brentwood, TN
Other Businesses

SUNFLOWER COUNTY SONGS POSITION: Owner NATURE: I own a publishing company "Sunflower County Songs" which include the publishing rights to multiple songs. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2001 ADDRESS: 3212 South Ocean Blvd, 304-A, Highland Beach FL 33487 DESCRIPTION: I own a publishing company "Sunflower County Songs" which include the publishing rights to multiple songs. CORPORATE FINANCIAL ADVISORS POSITION: Independant Insurance Sales NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1990 ADDRESS: 3212 S. Ocean Blvd #304A, Highland Beach FL 33487 DESCRIPTION: Insurance Sales CORPORATE FINANCIAL ADVISORS POSITION: Broker NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1999 ADDRESS: 3212 S. Ocean Blvd #304A, Highland Beach FL 33487 DESCRIPTION: Advisory DBA - Corporate Financial Advisors SUNFLOWER LEGACY PUBLISHING POSITION: Owner NATURE: I own a Music Publishing Company called Sunflower Legacy Publishing. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/06/2021 ADDRESS: 3212 South Ocean Boulevard, #304A, Highland Beach FL 33487 DESCRIPTION: I own a music publishing company called Sunflower Legacy Publishing that owns writer and publishing rights to multiple songs.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-01-12
  • S63 Uniform Securities Agent State Law Examination
    1993-01-12

View on SEC IAPD

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