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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_RES | 2019-07-31 |
| FL | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Wesley Chapel | FL | 08/1995 | 11/2018 |
| Osaic Wealth, Inc | Tampa | FL | 11/2018 | Present |
1 . PLATINUM FINACIAL GROUP POSITION: agent NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/1996 ADDRESS: 2130 Ashley Oaks Circle, Suite 101, Wesley Chapel FL 33544, United States DESCRIPTION: Sales and marketing of fixed annuities and non variable insurance, including health. 2 . RENTAL PROPERTY OWNER POSITION: Rental Property Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2014 ADDRESS: 2045 Gulf Of Mexico Dr, Unit 113, Longboat Key FL 34228, United States DESCRIPTION: Rental Property Owner 3. PLATINUM FINANCIAL NETWORK LLC DBA PLATINUM FINANCIAL GROUP POSITION: Owner/President NATURE: LLC DBA Ficticious name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/25/2012 ADDRESS: 2130 Ashley Oaks Circle, Suite 101, Wesley Chapel FL 33544, United States DESCRIPTION: President of business conducting securities, investment advisory and insurance. 4. THE PARTNERS NETWORK POSITION: other NATURE: Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2014 ADDRESS: 7700 W. Camino Real, Suite 300, Boca Raton FL 33433, United States DESCRIPTION: Silent company owned my managing executive used to pay John Hancock commissions. 5. PLATINUM FINANCIAL GROUP POSITION: agent NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/1996 ADDRESS: 17411 Bridge Hill Court, Tampa FL 33647, United States DESCRIPTION: Sales and marketing of fixed annuities and non variable insurance, including health.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-16 |
| S66 | Uniform Combined State Law Examination | 1999-06-21 |
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