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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 02/1998 | 11/2018 |
| Royal Alliance Associates, Inc. | Huntingdon Valley | PA | 11/2018 | Present |
| Osaic Wealth, Inc. | Huntington Valley | PA | 01/2025 | Present |
1. FIRST FINANCIAL PLATFORM INC. 2717 SUNFLOWER WAY HUNTINGDON VALLEY PA 19006 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: SOLE OWNER DUTIES: ENTITY FOR PAYING AND TRACKING BUSINESS EXPENSES START DATE: 12/7/2012 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 1 2. 2717 SUNFLOWER WAY HUNTINGDON VALLEY PA 19006 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES, FIXED INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 12/30/24 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3 3. JR& U HOLDINGS LLC 2346 JACKSENVILLE ROAD BETHLEHEM PA 19017 CATEGORY: REAL ESTATE MANAGEMENT AND RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: COLLECT RENT START DATE: 08/13/2018 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 1 4. NIRAJ & SAVITA SINGH POSITION: owner NATURE: Sole propertiership INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2003 ADDRESS: 2717 Sunflower Way, HUNTINGDON VALLEY PA 19006, United States DESCRIPTION: collect rent and take care of propoerties. Properties are 1] 8549 gateway rd , breignesville pa 18031.. 10/01/2017 2] 103 General Hancock Blvd. North Wales PA 19454. 1/1/20 3] 8514 Gateway rd, breignesville, PA 18031. 12/01/2017 4] 8546 Gateway RD. Breignesville, PA 18031. 06/1/17 5] 7 flood dr, wilkes barre, pa 18705. 1/1/15 6] 1073 sparrow way, breignesville pa 18031, 1/1/15
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-13 |
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