Gary Jay Harrison

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

Authority	Category	Status	Date
CT	RA	APPROVED	2024-10-11
FL	RA	APPROVED	2024-10-11
NC	RA	APPROVED	2024-10-11
PA	RA	APPROVED	2024-10-11

CT RA
APPROVED

Since 2024-10-11
FL RA
APPROVED

Since 2024-10-11
NC RA
APPROVED

Since 2024-10-11
PA RA
APPROVED

Since 2024-10-11

Branch Locations

Lake Worth, FL • 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

Organization	City	State	From	To
Independent Representative	New York	NE	12/1993	Present
American Portfolios Financial Services, Inc.	Boca Raton	FL	01/2004	10/2024
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present

12/1993 → Present

Independent Representative

New York, NE
01/2004 → 10/2024

American Portfolios Financial Services, Inc.

Boca Raton, FL
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ

Previous Registrations

2004-08-20 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY

Other Businesses

GARY HARRISON LONG TERM CARE INSURANCE, FIXED INSURANCE, & TERM LIFE IS NON SECURITIES RELATED AND STARTED IN 1998. SALES OF LTC SPECIFICALLY DESIGNED TO PROTECT ASSETS AND COMPLETE FINANCIAL PLAN. DEVOTES HRS AS NEED MAYBE 5-10 HRS DURING MARKET HRS SOMETIMES. 9/20/12

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-08-05
S63	Uniform Securities Agent State Law Examination	1993-09-01

S66 Uniform Combined State Law Examination

2004-08-05
S63 Uniform Securities Agent State Law Examination

1993-09-01

View on SEC IAPD