Gregory Scott Aynesworth

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 05/1997 → Present
  Omni-Prestige Insurance Services Inc
  San Ramon, CA
• 01/2004 → 12/2016
  Foothill Securities, Inc.
  San Ramon, CA
• 12/2016 → 06/2024
  Securities America, Inc.
  San Ramon, CA
• 12/2016 → 11/2024
  Arbor Point Advisors
  San Ramon, CA
• 12/2016 → 12/2016
  Foothill Securities, Inc.
  Santa Clara, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Ramon, CA
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2016-12-08 → 2024-11-08
  Arbor Point Advisors
  Lavista, NE
  San Ramon, CA
• 2016-12-09 → 2016-12-31
  Foothill Securities, Inc.
  San Ramon, CA
• 2004-01-02 → 2016-12-08
  Foothill Securities, Inc.
  San Ramon, CA
  San Ramon, CA
  Santa Clara, CA
  Santa Clara, CA

Other Businesses

OMNI-PRESTIGE INSURANCE SERVICES, INC. POSITION: President NATURE: Insurance services INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 05/01/1997 ADDRESS: 3170 Crow Canyon Place, Ste. 105, San Ramon CA 94583, United States DESCRIPTION: Sales of life insurance and employee benefits (medical, dental, vision, life and disability insurance), and long-term care.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-05
• S63 Uniform Securities Agent State Law Examination
  1993-02-25

Designations

• Certified Financial Planner