Christopher J Calandra

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
CT	RA	APPROVED	2023-09-01
FL	RA	APPROVED	2023-09-01
MA	RA	APPROVED	2023-09-01
NC	RA	APPROVED	2023-09-01

CT RA
APPROVED

Since 2023-09-01
FL RA
APPROVED

Since 2023-09-01
MA RA
APPROVED

Since 2023-09-01
NC RA
APPROVED

Since 2023-09-01

Branch Locations

16910 S Us Highway 441 Baylee Plaza Suite 203, Summerfield, FL 34491 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Sagepoint Financial, Inc	Johnston	RI	01/2009	09/2023
Osaic Wealth, Inc.	Summerfield	FL	09/2023	Present

01/2009 → 09/2023

Sagepoint Financial, Inc

Johnston, RI
09/2023 → Present

Osaic Wealth, Inc.

Summerfield, FL

Previous Registrations

2005-11-18 → 2023-09-01

Osaic Services, Inc.

Johnston, RI

Southington, CT

Summerfield, FL

Southington, CT

Madison, CT
2004-10-20 → 2005-11-18

Banc Of America Investment Services, Inc.

Avon, CT
2004-07-23 → 2004-10-20

Quick & Reilly, Inc.

Hartford, CT
2002-01-02 → 2004-08-10

Eastern Point Advisors Inc.

Southington, CT

Other Businesses

1) CORPORATE RIA, YES, 176 Laning Street SOUTHINGTON CT 06489. INVESTMENT ADVISORY, IAR SINCE 11/05 OFFERING V2A. 60% OF TIME. DBA Elliott Wealth Management Services, LLC. 2) MDC PROPERTIES, LLC; NOT INVESTMENT RELATED; 84 DORAL LANE, SOUTHINGTON, CT 06489; OWNER; SINCE 01/01/2007; 10HRS/MTH; 3 DURING SECURITY HOURS; MANAGE INVESTMENT PROPERTIES. 3) VIRGINIA M. CALANDRA LIVING TRUST, YES, 84 DORAL LANE SOUTHINGTON CT 06489. SUCCESSOR TRUSTEE/BENEFICIARY, ACTIVITY BEGAN: 10/7/2016 0 MONTHLY HRS. DESCRIPTION: I AM IDENTIFIED AS SUCCESSOR TRUSTEE AND BENEFICIARY OF MY AUNT'S TRUST AND DO NO RECEIVE ANY COMPENSATION FOR THIS ACTIVITY. 4) ELLIOTT WEALTH MANAGEMENT SERVICES, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2010 ADDRESS: 149 Durham Road, Unit 32, Unit 32, Madison CT 06443, United States DESCRIPTION: Offer insurance products, including fixed annuities, life insurance and long term care insurance. Companies including, but not limited to Banner Life, Genworth, Protective Life, Illinois Mutual, Reliance Standard, ING. 5) ELLIOTT WEALTH MANAGEMENT SERVICES, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 75 START DATE: 07/01/2010 ADDRESS: 149 Durham Road, Unit 32, Unit 32, Madison CT 06443, United States DESCRIPTION: DBA using Elliott Wealth Management Services, LLC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-10-19
S63	Uniform Securities Agent State Law Examination	1993-08-10

S65 Uniform Investment Adviser Law Examination

1998-10-19
S63 Uniform Securities Agent State Law Examination

1993-08-10

Designations

Certified Financial Planner

Other Names

Christopher James Calandra
Christopher James Calandra
Christopher James Calandra

View on SEC IAPD