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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-27 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
877 Executive Center Drive West, St. Petersburg, FL 33702 • United States
St. Petersburg, FL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T Rowe Price | Tampa | FL | 02/2016 | Present |
| Royal Alliance | St. Petersburg | FL | 05/2019 | Present |
1. In engage in e-commerce where I Buy and sell items on ebay and Amazon.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-06 |
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