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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 | 2026-01-21 |
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resume Advisers | Scotch Plains | NJ | 03/1997 | Present |
| Securities America Inc | Omaha | NE | 09/2012 | 06/2024 |
| Securities America Advisors | Omaha | NE | 09/2012 | 06/2024 |
| John Quinn | Omaha | NE | 02/2012 | Present |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
1. RESUME ADVISERS, LLC POSITION: Volunteer NATURE: BUSINESS NAME: RESUME ADVISERS, LLC, TITLE: VOLUNTEER, BUSINESS NATURE: RESUME WRITING. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 03/01/1997 ADDRESS: 12020 Shamrock Plaza, Suite 200, Omaha NE 68154 DESCRIPTION: Occasionally provide resume writing assistance. 2. INSURANCE SALES POSITION: Agent NATURE: INSURANCE SALES - AGENT - START DATE: 07/2010 - LOCATED AT14724 ARBOR ST INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2010 ADDRESS: 14724 Arbor Street, Omaha NE 68144 DESCRIPTION: Prospect and sell insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-04 |
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