Robert Dana Wright

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

• 01/2006 → 11/2018
  Signator Investors, Inc.
  Southfield, MI
• 11/2018 → Present
  Osaic Wealth, Inc.
  Livonia, MI

Previous Registrations

• 2011-02-11 → 2018-11-02
  Signator Investors, Inc.
  Livonia, MI
  Southfield, MI

Other Businesses

1. INSIGNIA FINANCIAL COMPAMY - SECURITIES POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2012 ADDRESS: 17199 N. Laurel Park Drive, Suite 300, Livonia MI 48152, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products. 2. INSIGNIA FINANCIL COMPANY - FIXED INSURANCE POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2012 ADDRESS: 17199 N. Laurel Park Drive, Suite 300, Livonia MI 48152, United States DESCRIPTION: Sales/marketing of fixed annuities and non variable insurance. 3. OPEN DOOR COMMUNITY OUTREACH POSITION: VP, Board of Directors NATURE: Charity, Community outreach. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2007 ADDRESS: 7170 Cooley Lake Road, Waterford MI 48327, United States DESCRIPTION: Oversee the board activities of the charity. 4. BLOOD CANCER FOUNDATION OF MICHIGAN POSITION: Board of Directors NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2023 ADDRESS: 27240 Haggerty Road, Suite 15, Farmington Hills MI 48331, United States DESCRIPTION: Oversee the organization's activities

Exams

• S66 Uniform Combined State Law Examination
  2010-10-29
• S63 Uniform Securities Agent State Law Examination
  2006-01-30