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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2024-06-14 |
Branch Locations
2 Cityplace Dr Ste 200, Saint Louis, MO 63141 • 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 |
|---|---|---|---|---|
| Metlife Securities, Inc. | St. Louis | MO | 01/2015 | 03/2017 |
| Massmutual Life Insurance Co. | Chesterfield | MO | 07/2016 | 12/2018 |
| Mml Investors Services, Llc | Chesterfield | MO | 03/2017 | 12/2018 |
| Securities America, Inc. | St. Louis | MO | 12/2018 | 06/2024 |
| Securities America Advisors | St. Louis | MO | 12/2018 | 06/2024 |
| Osaic Wealth, Inc. | Saint Louis | MO | 06/2024 | Present |
| Osaic Wealth, Inc. | Saint Louis | MO | 06/2024 | Present |
1) Inertia Position: Registered Representative Nature: Long Term Care solutions. Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 08/01/2018 Address: 84 Lakefield Place Ct, Wildwood MO 63040 2) Securities America Advisors (SAA) Position: Advisor Nature: Advisory Business Investment Related: Yes Hours: 40 Securities Trading Hours: 40 Start Date: 12/03/2018 Address: 12325 Port Grace Blvd, La Vista NE 63128 DBA - Arch Wealth Advisors, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-21 |
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