Stephen Andrew Kilpatrick

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 07/2020
  Investacorp, Inc.
  Miami, FL
• 06/2012 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Alpharetta, GA
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Alpharetta, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Alpharetta, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Alpharetta, GA

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Alpharetta, GA
• 2012-06-04 → 2020-07-17
  Investacorp Advisory Services Inc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Alpharetta, GA
• 2011-08-01 → 2012-06-01
  Brokersxpress Llc
  Atlanta, GA
  Boca Raton, FL
  Atlanta, GA
• 2011-04-06 → 2011-07-20
  National Planning Corporation
  Atlanta, GA
  Los Angeles, CA
• 2009-04-21 → 2011-03-22
  Spc
  Atlanta, GA
  Atlanta, GA
• 2002-02-28 → 2009-04-20
  Wells Fargo Advisors Financial Network, Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

KILPATRICK ADVISORS, INC. POSITION: Registered Principal NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/13/2020 ADDRESS: 2300 Lakeview Pkwy #700, Alpharetta GA 30009, United States DESCRIPTION: Advisory KILPATRICK ADVISORS, INC. POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 07/13/2020 ADDRESS: 2300 Lakeview Pkwy #700, Alpharetta GA 30009, United States DESCRIPTION: Insurance DBA - Kilpatrick Advisors, Inc. GEORGIA STATE REFEREE COMMITTEE INC. POSITION: Referee NATURE: USSF Grassroots Referee (GR)USSF ID 1000-0000-0185-7220 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 3445 Smithtown Road, Suwanee GA 30024, United States DESCRIPTION: Georgia / United States Soccer Federation Referee

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-29
• S63 Uniform Securities Agent State Law Examination
  1993-12-17

Designations

• Certified Financial Planner

Other Names

• Stephen A Kilpatrick
• Steve Kilpatrick