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Osaic Advisory Services, LLC CRD 171070
$15.5B regulatory AUM 170 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-07-28 |
| ME | RA | APPROVED | 2021-02-26 |
| NV | RA | APPROVED | 2020-11-30 |
| NC | RA | APPROVED | 2020-11-25 |
| AZ | RA | APPROVED | 2020-11-20 |
| OR | RA | APPROVED | 2020-11-16 |
| UT | RA | APPROVED | 2020-11-16 |
| CA | RA | APPROVED | 2020-11-13 |
| TX | RA | APPROVED | 2020-11-13 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
550 Reserve Street Suite 190, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | South Lake | TX | 10/2013 | 11/2020 |
| Triad Advisors | Norcross | GA | 11/2020 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 11/2020 | Present |
| Osaic Wealth, Inc. | Southlake | TX | 08/2024 | Present |
1)Morgan Capital Solutions;investment related;2141 East Kirkwood Blvd,Suite 110,Southlake,TX;investment advisory;president;10/2013;manage client assets
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-12 |
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