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Derek Demar Bohne

Osaic Wealth, Inc.

Midvale, UT

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-19
UT RA APPROVED 2024-06-14
  • TX RA
    APPROVED_RES
    Since 2024-06-19
  • UT RA
    APPROVED
    Since 2024-06-14

Branch Locations

6955 S Union Park Center Suite 410, Midvale, UT 84047 • 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
Allegis Investment Advisors, Llc, Fka, Bowengroup Advisors, Llc Idaho Falls ID 02/2013 06/2018
Securities America, Inc. Midvale UT 08/2018 06/2024
Securities America Advisors Midvale UT 08/2018 06/2024
Osaic Wealth, Inc. Midvale UT 06/2024 Present
  • 02/2013 → 06/2018
    Allegis Investment Advisors, Llc, Fka, Bowengroup Advisors, Llc
    Idaho Falls, ID
  • 08/2018 → 06/2024
    Securities America, Inc.
    Midvale, UT
  • 08/2018 → 06/2024
    Securities America Advisors
    Midvale, UT
  • 06/2024 → Present
    Midvale, UT
Previous Registrations
  • 2018-08-13 → 2024-06-14
    Securities America Advisors, Inc.
    Midvale, UT
  • 2013-03-26 → 2018-06-28
    Allegis Investment Advisors, Llc
    South Jordan, UT
    Idaho Falls, ID
  • 2005-05-05 → 2006-07-05
    Allegis Advisors, Inc.
    Salt Lake City, UT
  • 2003-06-03 → 2005-04-27
    Midvale, UT
Other Businesses

**Insurance Position: Selling and Servicing Nature: Fixed Insurance Sales Investment Related: No Hours: 20 Securities Trading Hours: 100 Start Date: 08/01/1992 Address: 6955 S Union Park Center Ste 410, Midvale UT 84047 **Financial Strategies Institute (SAA) Position: Advisor Nature: Investment Advisor Investment Related: Yes Hours: 80 Securities Trading Hours: 80 Start Date: 07/01/2018 Address: 6955 S Union Park Center, Midvale UT 84047 **FINANCIAL STRATEGIES INSITUTE POSITION: Agent NATURE: Medicare Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 10/31/2020 ADDRESS: 6955 So. Union Park Center #410, Midvale UT 84047 DESCRIPTION: Helping Clients with the Medicare decisions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-27
S63 Uniform Securities Agent State Law Examination 1993-07-16
  • S65 Uniform Investment Adviser Law Examination
    1999-12-27
  • S63 Uniform Securities Agent State Law Examination
    1993-07-16

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