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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-26 |
Branch Locations
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | Mellville | NY | 11/2010 | 11/2018 |
| Osaic Wealth, Inc. | Melville | NY | 11/2018 | Present |
1. INSURANCE BROKER - TIMOTHY CORCORAN POSITION: Insurance Broker NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2010 ADDRESS: 575 Broadhollow Rd, Melville NY 11747, United States DESCRIPTION: Sales and Service for Fixed Insurance Business 2. LIGHTHOUSE FINANCIAL NETWORK, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 11/01/2010 ADDRESS: 575 Broadhollow Rd, Melville NY 11747, United States DESCRIPTION: Investment Advisor Representative for Lighthouse Financial Network, LLC and independent firm ofOsaic Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-22 |
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