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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-05 |
| FL | RA | APPROVED | 2023-06-13 |
| NV | RA | APPROVED | 2023-06-12 |
| GA | RA | APPROVED | 2023-06-06 |
| OH | RA | APPROVED | 2023-06-06 |
| NJ | RA | APPROVED | 2023-06-05 |
| SD | RA | APPROVED | 2023-06-05 |
| AL | RA | APPROVED | 2023-06-02 |
| AR | RA | APPROVED | 2023-06-02 |
| CA | RA | APPROVED | 2023-06-02 |
| CO | RA | APPROVED | 2023-06-02 |
| IL | RA | APPROVED | 2023-06-02 |
| IN | RA | APPROVED | 2023-06-02 |
| LA | RA | APPROVED | 2023-06-02 |
| MD | RA | APPROVED | 2023-06-02 |
| MI | RA | APPROVED | 2023-06-02 |
| MS | RA | APPROVED | 2023-06-02 |
| MO | RA | APPROVED | 2023-06-02 |
| NY | RA | APPROVED | 2023-06-02 |
| NC | RA | APPROVED | 2023-06-02 |
| PA | RA | APPROVED | 2023-06-02 |
| SC | RA | APPROVED | 2023-06-02 |
| TX | RA | APPROVED | 2023-06-02 |
| UT | RA | APPROVED | 2023-06-02 |
| VA | RA | APPROVED | 2023-06-02 |
| WI | RA | APPROVED | 2023-06-02 |
| WY | RA | APPROVED | 2023-06-02 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
4101 Gautier Vancleave Road Ste 203, Gautier, MS 39553 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Artesia | CA | 08/2011 | 06/2023 |
| Primerica Financial Services | Artesia | CA | 08/2008 | 06/2023 |
| Triad Advisors | Norcross | GA | 06/2023 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 06/2023 | Present |
| Osaic Wealth, Inc. | Gautier | MS | 08/2024 | Present |
1)DUO WEALTH ADVISORS LLC POSITION: financial advisor NATURE: Duo Wealth Advisors LLC is a DBA for my securities business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/02/2023 ADDRESS: 4101 Gautier Vancleave Road, Ste 203, Gautier MD 39553, United States DESCRIPTION: financial planning and investment management 2) DUO WEALTH BROKERAGE LLC POSITION: Owner NATURE: Fixed Business (Life Insurance & Annuities) with Osaic approved vendor Simplicity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2025 ADDRESS: 4101 Gautier Vancleave Road, Ste 203, Gautier MS 39553, United States DESCRIPTION: Licensed agent. I assist in helping client get covered with Life Insurance and Fix Business products like 3) CHRISTOPHER W BUSH LLC POSITION: Owner NATURE: S-Corp to where I pay business expenses like salaries, office rent, and business operations expenses. This entity is also for tax purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/03/2023 ADDRESS: 4101 Gautier Vancleave Road, Ste 203, Gautier MS 39553, United States DESCRIPTION: This entity is for tax purposes and to pay the bills and expenses of the firm (employee wages & expense) 4) MOCITY DOORS LLC POSITION: OWNER NATURE: LLC FOR REAL ESTATE HOLDING INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2024 ADDRESS: 427 ALEX JORDAN DRIVE, DUENWEG MO 64841, United States DESCRIPTION: I'm just the owner of the property, I have a property manager that handles all the day to day activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-23 |
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