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Amy Marie Olson

Osaic Wealth, Inc.

Springwater, NY

Rochester, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-10-11
NY RA APPROVED 2024-10-11
  • NJ RA
    APPROVED
    Since 2024-10-11
  • NY RA
    APPROVED
    Since 2024-10-11

Branch Locations

Springwater, NY • United States

350 Linden Oaks Suite 140, Rochester, NY 14625 • 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
OrganizationCityStateFromTo
Fourbridges Financial Group Rochester NY 07/2016 Present
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 07/2016 → Present
    Fourbridges Financial Group
    Rochester, NY
  • 10/2024 → Present
    Osaic Wealth, Inc.
    Scottsdale, AZ
Previous Registrations
  • 2019-01-29 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

FourBridges Financial Group

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-14
  • S66 Uniform Combined State Law Examination
    2018-12-14
Other Names
  • Amy Marie Bloom

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · Rochester, NY
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