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Osaic Advisory Services, LLC CRD 171070
$15.5B regulatory AUM 170 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-08 |
| MD | RA | APPROVED | 2020-05-05 |
| OR | RA | APPROVED | 2020-02-13 |
| MI | RA | APPROVED | 2020-01-13 |
| DE | RA | APPROVED | 2019-11-25 |
| CO | RA | APPROVED | 2019-11-15 |
| IL | RA | APPROVED | 2019-11-12 |
| VA | RA | APPROVED | 2019-11-05 |
| FL | RA | APPROVED | 2019-11-04 |
| WI | RA | APPROVED | 2019-10-31 |
| GA | RA | APPROVED | 2019-10-21 |
| MS | RA | APPROVED | 2019-10-18 |
| SC | RA | APPROVED | 2019-10-16 |
| IN | RA | APPROVED | 2019-10-15 |
| NV | RA | APPROVED | 2019-10-15 |
| NJ | RA | APPROVED | 2019-10-09 |
| NM | RA | APPROVED | 2019-10-07 |
| NC | RA | APPROVED | 2019-10-04 |
| OH | RA | APPROVED | 2019-10-01 |
| TX | RA | APPROVED_RES | 2019-10-01 |
Branch Locations
1004 Olive Street, Greensboro, NC 27408 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Valley Financial | Greensboro | NC | 08/2006 | Present |
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 09/2019 |
| Triad Advisors | Norcross | GA | 10/2019 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 10/2019 | Present |
| Osaic Wealth, Inc. | Greensboro | NC | 08/2024 | Present |
1) INSURANCE POSITION: insurance agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/1992 ADDRESS: 1004 Olive Street, Greensboro NC 27401 DESCRIPTION: sell traditional fixed insurance products 2)ME FINANCIAL LLC DBA GREEN VALLEY FINANCIAL POSITION: managing partner NATURE: insurance & investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2001 ADDRESS: 1004 Olive Street, Greensboro NC 27401 DESCRIPTION: represent insurance and investment products 3)GVF Properties, LLC; Investment related: yes; 701 Green Valley Road, Suite 212, Greensboro, NC 27408; Nature or Structure of Business: Passive Investments in Real Estate; Position: Managing Member; Start date: 05/11/2022; hours per month: 2; securities trading hours 0; Duties: Our intent with these investments is not intended to generate net positive income now. We would like to cover the debt/financing, insurance and taxes but then claim depreciation in the short run to offer current income taxes. Ultimately once the asset has been paid for we would look for future income and/or to liquidate at a profit and recognize as capital gains versus ordinary income 4) COLEMAN VENTURES, LLC POSITION: member -manager NATURE: This is an LLC for passive investments into Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2024 ADDRESS: 180 Fawns Rest Road, Siler City NC 27344, DESCRIPTION: the intent of this LLC is to make investments into Real Estate, so as to diversify my personal wealth and holdings. At this time it is not to generate any sort of income. The LLC is to accommodate acquisitions of real property and generate cash flows that will cover the expenses associated with property ownership and allow for depreciation to offset income. Ultimately the assets will be used to supplement retirement income and create wealth on a tax favorable basis. 5) GV FINANCIAL, LLC POSITION: Managing Partner/Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 11/12/2025 ADDRESS: 1004 Olive Street, Greensboro NC 27401, United States DESCRIPTION: This in the LLC that I utilize in running my financial services business. We operate in the areas of managing money, insurance and annuity services, and offering overall financial advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-05 |
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