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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-24
AR RA APPROVED 2024-10-15
CO RA APPROVED 2024-10-15
MI RA APPROVED 2024-10-15
MN RA APPROVED 2024-10-15
  • TX RA
    APPROVED_RES
    Since 2025-02-24
  • AR RA
    APPROVED
    Since 2024-10-15
  • CO RA
    APPROVED
    Since 2024-10-15
  • MI RA
    APPROVED
    Since 2024-10-15
  • MN RA
    APPROVED
    Since 2024-10-15

Branch Locations

511 Zerex Street, Fraser, CO 80442 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Management Services Winter Park CO 11/2008 Present
Moffat Restaurant Winter Park CO 06/2004 Present
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
Osaic Advisory Services Atlanta GA 10/2024 Present
  • 11/2008 → Present
    Wealth Management Services
    Winter Park, CO
  • 06/2004 → Present
    Moffat Restaurant
    Winter Park, CO
  • 10/2024 → Present
    Osaic Wealth, Inc.
    Scottsdale, AZ
  • 10/2024 → Present
    Osaic Advisory Services
    Atlanta, GA
Previous Registrations
  • 2009-11-20 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

1. ZEPHYR MOUNTAIN LODGE WINTER PARK RESORT IS NON-SECURITIES RELATED, STARTED IN NOV 2011. GUEST SERVICES DEVOTES 26 HRS PER MONTH; 0 HRS DURING MARKET HRS. 12/2/11 2. WINTER PARK RESORT LODGING POSITION: Front Desk Agent NATURE: Lodging for ski resort on weekends for a ski pass INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 85 Parsenn Rd, Winter Park CO 80482, United States DESCRIPTION: Front Desk/Concierge 3. WINTER PARK RANCH WATER DEPARTMENT POSITION: Board Member NATURE: Board Member for Water District INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 601 Park Pl, Fraser CO 80442, United States DESCRIPTION: Board meetings to make budget and capital project decisions. Budget and capital project decisions involve the managers salary and the cost of maintaining/replacing pumps, tanks, and water filtration for our association. Collective 5 person board makes the decision often at the recommendation of the manager. 4. RYAN WEIER POSITION: Owner NATURE: Sole Proprieter INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2016 ADDRESS: 80 GCR 8500, C204, Fraser CO 80442, United States DESCRIPTION: Long Term Rental for Locals. Monthly rent payments of $1800 5. RYAN WEIER POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: 240 Vasquez Road, Unit C1, Winter Park CO 80482, United States DESCRIPTION: Rental Property wiht long term tenant paying $2598/monthly

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-11
  • S66 Uniform Combined State Law Examination
    2009-11-11
Other Names
  • Ryan Weier

View on SEC IAPD

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