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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| FL | RA | APPROVED | 2018-11-02 |
Branch Locations
3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | Boca Raton | FL | 12/2011 | 11/2018 |
| Osaic Wealth, Inc. | Palm Beach Gardens | FL | 11/2018 | Present |
1. THE PARTNERS NETWORK POSITION: other NATURE: Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2014 ADDRESS: 7700 W. Camino Real, Suite 300, Boca Raton FL 33433, United States DESCRIPTION: Silent company owned my managing executive used to pay John Hancock commissions. 2. RENTAL PROPERTY POSITION: landlord NATURE: Lease rental property I own INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/22/2015 ADDRESS: 245 Barbados Dr., Jupiter FL 33458, United States DESCRIPTION: Landlord 3. RENTAL PROPERTY (FIORE) POSITION: landlord NATURE: lease rental property I own INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 3207 Myrtelwood Circle #3207, Palm Beach Gardens FL 33410, United States DESCRIPTION: landlord 4. ONCOURSE WEALTH MANAGEMENT LLC POSITION: President, Financial advisor conducting securities, investment advisory and insurance business under this business name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 12/01/2018 ADDRESS: 3801 PGA Blvd. Ste. 600, Palm Beach Gardens FL 33410, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 5. ONCOURSE WEALTH MANAGEMENT POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 12/11/2011 ADDRESS: 3801 PGA BLVD STE 600, PALM BEACH GARDENS FL 33410, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE, INCLUDING HEALTH 6. HOWISON GROUP INC POSITION: VP NATURE: Family owned building company. I'm silent officer. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1985 ADDRESS: 3300 S. Congress Ave., Ste. 11, Boynton Beach FL 33426, United States DESCRIPTION: No duties 7. JONATHAN'S LANDING BOARD OF DIRECTORS POSITION: Director NATURE: Board of directors of country club INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/14/2023 ADDRESS: 16823 Captain Kirle Dr., Jupiter FL 33477, United States DESCRIPTION: Help guide the country club with macro level decisions (when to allow members in the club, how do we address staffing issues, changing the dress code, golf course renovations, etc.). i will have no financial duties and make any investment-related decisions. I will Chair the Rackets committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-17 |
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