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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-19 |
Branch Locations
1117 Perimeter Center West Suite W507, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial | Atlanta | GA | 07/2007 | 01/2024 |
| Osaic Wealth, Inc. | Atlanta | GA | 01/2024 | Present |
1) CKM CAPITAL GROUP, 1 RAVINIA DR, ATLANTA GA 30346; NONINV RELATED; FIXED ANNUITY; AGENT; STARTED 01/01/2011; 1 HR/MTH WITH 1 DURING TRADING HRS; AGENT. 2) CKM CAPITAL; NON INV REL; 1 RAVINIA SR SUITE 1110 ATLANTA, GA 30346; NON VARIABLE LIFE INSURANCE; AGENT; 10/1/2012; 1HR/MO; 1HR/MO; AGENT. 3) SILVER WOLF LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/04/2019 ADDRESS: 543 Atlanta Ave SE, Atlanta GA 30315, United States DESCRIPTION: Vacation rental house. I will oversee the management person hired to operate it. 4) INSURANCE POSITION: Owner NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2000 ADDRESS: 1117, Suite W507, Atlanta GA 30338, United States DESCRIPTION: Life Insurance Long Term Care Insurance Fixed Annuity Fixed Indexed Annuity Variable Annuity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-02 |
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