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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2025-11-04 |
| IL | RA | APPROVED | 2025-11-04 |
| NH | RA | APPROVED | 2025-11-04 |
| NY | RA | APPROVED | 2025-11-04 |
| LA | RA | APPROVED | 2020-09-03 |
| AZ | RA | APPROVED | 2019-09-24 |
| FL | RA | APPROVED | 2019-06-25 |
| MA | RA | APPROVED | 2019-05-29 |
| DC | RA | APPROVED | 2019-05-22 |
| VI | RA | APPROVED | 2019-05-09 |
| NJ | RA | APPROVED | 2019-05-07 |
| NM | RA | APPROVED | 2019-05-07 |
| CA | RA | APPROVED | 2019-05-06 |
| CO | RA | APPROVED | 2019-05-06 |
| IN | RA | APPROVED | 2019-05-06 |
| MD | RA | APPROVED | 2019-05-06 |
| MI | RA | APPROVED | 2019-05-06 |
| MS | RA | APPROVED | 2019-05-06 |
| MO | RA | APPROVED | 2019-05-06 |
| NC | RA | APPROVED | 2019-05-06 |
| OH | RA | APPROVED | 2019-05-06 |
| PA | RA | APPROVED | 2019-05-06 |
| SC | RA | APPROVED | 2019-05-06 |
| TX | RA | APPROVED | 2019-05-06 |
| VA | RA | APPROVED | 2019-05-06 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
8045 Leesburg Pike Suite 250, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Investment Partners | Mclean | VA | 04/2008 | 05/2019 |
| Triad Advisors | Norcross | GA | 05/2019 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 05/2019 | Present |
| Osaic Wealth, Inc. | Vienna | VA | 08/2024 | Present |
1. Argent Bridge Advisors; investment related; 8045 Leesburg Pike, Suite 250, Vienna, VA 22182; advisor; 5/6/2019; 160 hrs/month; 8 hrs/day during trading; wealth advisor 2. Done with Divorce;not investment related;8045 Leesburg Pike,#250,Vienna,VA 22182;seminars;speaker;3/1/2020;2 hrs/month;0 hrs during trading;speaker 3. Argent Bridge Advisors;investment related;8045 Leesburg Pike,#250,Vienna,VA 22182;insurance;insurance agent;5/21/2019;10 hrs/month;1 hr during trading;recommend & write insurance(life,ltc,disability)when appropriate for clients of Argent Bridge Advisors 4. Argent Bridge 2 Divorce; Investment related: yes; 8045 Leesburg Pike, Suite 250 Vienna, Virginia 22182; Nature or Structure of Business: NHA Holdings, LLC DBA Argent Bridge 2 Divorce (AB2D); Position: Partner, CFP, CDFA ; Start date: 05/01/2021; hours per month: 30; securities trading hours 30; Duties: Manage divorce financial planning team; mentoring and offering subject matter expertise to the team; hourly consulting fee servicing for divorce financial planning clients through divorce & post-divorce planning 5. ARGENT BRIDGE ADVISORS - INSURANCE POSITION: Insurance agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/06/2019 ADDRESS: 8045 Leesburg Pike, Vienna VA 22182, United States DESCRIPTION: Life insurance, disability, Long-term care
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-06 |
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