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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-01-24 |
Branch Locations
737 Bishop Street Suite 2820, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Honolulu | HI | 05/2009 | 05/2017 |
| Park Avenue Secruities | Honolulu | HI | 04/2013 | 05/2017 |
| Mutual Of Omaha Investor Services | Honolulu | HI | 07/2017 | 06/2018 |
| Mutual Of Omaha Insurance Company | Honolulu | HI | 06/2017 | 06/2018 |
| Lincoln Financial Advisors | Honolulu | HI | 06/2018 | 01/2025 |
| Osaic Wealth, Inc. | Honolulu | HI | 01/2025 | Present |
1) CHINTANA GRIFFIN 737 Bishop Street, Suite 2820, Honolulu, HI, 96813 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER DISABILITY, LONG TERM CARE, AND TRADITIONAL LIFE INSURANCE; FIXED ANNUITIES START DATE: CONTRACT DATE HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOUR: 160 2) CHINTANA GRIFFIN POSITION: Agent NATURE: I intend to conduct non-variable insurance and non-variable annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 60 START DATE: 06/21/2018 ADDRESS: 737 Bishop Street, Suite 2820, Honolulu, HI, 96813 DESCRIPTION: I intend to conduct non-variable insurance and non-variable annuity sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-04 |
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