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Osaic Institutions, Inc. CRD 35371
$6.49B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-13 |
Branch Locations
1804 James L Redman Parkway, Plant City, FL 33563 • United States
36450 Eiland Blvd, Zephyrhills, FL 33541 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments | Dade City | FL | 02/2014 | 10/2018 |
| Centennial Bank | Zephyrhills | FL | 02/2014 | 08/2020 |
| Ameriprise Financial Services | Dade City | FL | 10/2018 | 08/2020 |
| Infinex Investments, Inc. | Meriden | CT | 08/2020 | Present |
1.) Publishing author; Submission of financial advice content to be published in a book; Complete a section of the book focused on best practices for NFL players to prepare for life after football; Dade City, FL 33525; Not Investment Related; May 2020; 20-39 hours per month; 0 during trading hours. 2.) Magellan Financial . Financial planning/counseling for military and their families. yes, investment related. Approx 5 hours per month. Approx 2 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-04 |
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