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Gregory John Hannah

Osaic Wealth, Inc.

Benicia, CA

Oakland, CA

CRD 2312912

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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
CA RA APPROVED 2018-11-02
  • CA RA
    APPROVED
    Since 2018-11-02

Branch Locations

Benicia, CA • United States

675 Hegenberger Road Suite 223, Oakland, CA 94621 • 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
Signator Investors, Inc. Oakland CA 05/2016 11/2018
Osaic Wealth, Inc. Oakland CA 11/2018 Present
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Oakland, CA
  • 11/2018 → Present
    Oakland, CA
Previous Registrations
  • 2016-05-13 → 2018-11-02
    Signator Investors, Inc.
    Gold River, CA
    Oakland, CA
    Nashville, TN
  • 2000-10-24 → 2016-05-13
    Oakland, CA
    Gold River, CA
    Oakland, CA
    Philadelphia, PA
Other Businesses

1) I OWN A CONDO THAT IS RENTED POSITION: Ower NATURE: Owership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2020 ADDRESS: 1000 Evergreen Terrace #1316, San Pablo CA 94806, United States DESCRIPTION: Maintence 2) FIXED INSURANCE POSITION: Agent NATURE: Sole Proprrietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2006 ADDRESS: 675 Hegenbeger #223, Oakland CA 94621, United States DESCRIPTION: Agent

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-02-28
  • S63 Uniform Securities Agent State Law Examination
    1994-02-28

View on SEC IAPD

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