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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-02 |
Branch Locations
675 Hegenberger Road Suite 223, Oakland, CA 94621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Oakland | CA | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Oakland | CA | 11/2018 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-28 |
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