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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
1000 Horizon Vue Dr. Ste Hq1B15, Canonsburg, PA 15137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Pittsburgh | PA | 09/2014 | 05/2020 |
| Securities America, Inc. | Canonsburg | PA | 05/2020 | 06/2024 |
| Securities America Advisors | Canonsburg | PA | 05/2020 | 06/2024 |
| Osaic Wealth, Inc. | Canonsburg | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Canonsburg | PA | 06/2024 | Present |
1. KELTIBRIGA RESOURCES LLC - DBA 2. SPECIAL OLYMPICS POSITION: Volunteer; Coach; Committee Member NATURE: Volunteer, Coach & Event Committee member INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 3 START DATE: 05/05/2020 ADDRESS: 300 Cedar Ridge Drive, Suite 320, Pittsburgh PA 15205 DESCRIPTION: Volunteer, coach and committee member for UNcathlon, an event to benefit Special Olympics PA. 3. INSURANCE SALES POSITION: Agent NATURE: Insurance Sales and Service INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 05/05/2020 ADDRESS: 1000 Horizon Vue Drive, Suite HQ1B15, Canonsburg PA 15317 DESCRIPTION: Solicit based on client needs. 4. OUTSPOKEN POSITION: Founder, Trainer, Advocate NATURE: Provide training around, and advocacy for, the disability community. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/05/2024 ADDRESS: 1000 Horizon Vue Drive, Suite HQ1B14, Canonsburg PA 15317 DESCRIPTION: Provide disability training to organizations. Advocate for resources for members of the disability community. 5. PART TIME INSTRUCTOR POSITION: PT Instructor NATURE: Community College of Allegheny County INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 808 Ridge Avenue, Pittsburgh PA 15212, United States DESCRIPTION: Present information on Special Needs Planning as continuing education for CPA's. 6. KELTIBRIGA RESOURCES LLC POSITION: Owner NATURE: Single person LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/14/2016 ADDRESS: 1000 Horizon Vue Drive, Suite HQ1B15, Canonsburg PA 15317, United States DESCRIPTION: Receive non-securities-related income through the entity. Operate business activity, including managing expenses, under the LLC for tax and liability purposes. Pay any employees and contractors of the business. 7. PART TIME INSTRUCTOR POSITION: PT Instructor NATURE: Community College of Allegheny County INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 808 Ridge Avenue, Pittsburgh PA 15212, United States DESCRIPTION: As continuing education for licensed professionals (CPA's), I present information on a variety of topics including Special Needs Planning and Communication and Collaboration in a Professional Practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-18 |
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