Josh W Dellinger

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → 03/2017
  Metlife Securities
  Greenwood Village, CO
• 07/2016 → 03/2023
  Massachusetts Mutual Life Insurance Company
  Denver, CO
• 03/2017 → 03/2023
  Mml Investors Services, Llc
  Denver, CO
• 03/2023 → 01/2024
  Woodbury Financial Services Inc
  Englewood, CO
• 01/2024 → Present
  Osaic Wealth, Inc.
  Englewood, CO

Previous Registrations

• 2023-03-24 → 2024-01-19
  Woodbury Financial Services, Inc.
  Mckinney, TX
  Englewood, CO
  Englewood, CO
• 2017-03-25 → 2023-03-28
  Mml Investors Services, Llc
  Greenwood Village, CO
  Denver, CO
• 2010-04-29 → 2017-03-25
  Msi Financial Services, Inc.
  Greenwood Village, CO
• 2009-04-06 → 2010-01-04
  Equitable Advisors, Llc
  Lakewood, CO

Other Businesses

1. Name: Josh Dellinger Inv rel: Y Add: 4600 S. Ulster Street, Ste 1200, Denver, CO 80237 Nature: Outside Insurance Position: Financial Planner Start date: 1/17/2020 No. HR/MO: 1 No. HR/MO during sec trading: 1 Describe Duties: Life, Disability, and P&C insurance sales 2. FIXED INSURANCE POSITION: Financial Professional NATURE: fixed insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2010 ADDRESS: 4425 S Lincoln St, Englewood CO 80113, United States DESCRIPTION: Trails on fixed insurance

Exams

• S66 Uniform Combined State Law Examination
  2009-01-05