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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-04 |
| MO | RA | APPROVED | 2024-02-07 |
| CA | RA | APPROVED | 2023-11-03 |
| CO | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2023-11-03 |
| GA | RA | APPROVED | 2023-11-03 |
| IA | RA | APPROVED | 2023-11-03 |
| KY | RA | APPROVED | 2023-11-03 |
| NC | RA | APPROVED | 2023-11-03 |
| OH | RA | APPROVED | 2023-11-03 |
| PA | RA | APPROVED | 2023-11-03 |
| VA | RA | APPROVED | 2023-11-03 |
| WV | RA | APPROVED | 2023-11-03 |
Branch Locations
Wildwood, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Atlanta | GA | 07/2008 | 11/2023 |
| Southland Equity Partners | Wildwood | MO | 03/2011 | Present |
| Osaic Wealth, Inc. | Wildwood | MO | 11/2023 | Present |
1. SOUTHLAND EQUITY PARTNERS, LLC POSITION: Other - CCO NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 03/01/2011 ADDRESS: 1443 Westhampton View Ln, Wildwood MO 63005, United States DESCRIPTION: CCO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-20 |
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