Richard Jack Rarick

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2023
  Fsc Securities Corporation
  Yucca Valley, CA
• 05/2009 → Present
  Rarick & Associates
  Yucca Valley, CA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Yucca Valley, CA

Other Businesses

1. RARICK & ASSOCIATES,LIMITED LIABILITY COMPANY; 56913 YUCCA TRAIL, STE A, YUCCA VALLEY, CA 92284,BOOKKEEPER, ACCOUNTANT, STARTED THIS ACTIVITY: 7/01/2009,60 HOURS/MONTH,60 SECURITIES TRADING HOURS,I PREPARE BOOKEEPING, AND DATA ENTRY FOR TAX RETURNS. 2. INSURANCE POSITION: Agent NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2010 ADDRESS: 56913 Yucca Trail, Ste A, Yucca Valley CA 92284, United States; DESCRIPTION: discuss insurance needs for clients, and review active policies. We also utilize variable annuities. 3. JOSHUA SPRINGS CALVARY CHAPEL POSITION: Board Member NATURE: 501(c)3 - Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/24/2023 ADDRESS: 57373 Joshua Ln., Yucca Valley CA 92284, United States DESCRIPTION: General council on a church board 4. FIVE TWO FOUNDATION POSITION: Vice President NATURE: Non-Profit 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 56913 Yucca Trail, Ste A, Yucca Valley CA 92284, United States DESCRIPTION: General Council 5. RARICK REALTY GROUP POSITION: Vice President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 56913 Yucca Trail, Ste D, Yucca Valley CA 92284, United States DESCRIPTION: Tax Matters Partner. General Business Council

Exams

• S66 Uniform Combined State Law Examination
  2025-01-14
• S63 Uniform Securities Agent State Law Examination
  2009-06-17