Mark Adam Speedy

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → Present
  Sagepoint Financial, Inc
  Pittsburgh, PA
• 10/2010 → Present
  T & D Advisors, Inc.
  Pittsburgh, PA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Pittsburgh, PA

Previous Registrations

• 2011-02-08 → 2023-09-01
  Osaic Services, Inc.
  Pittsburgh, PA
• 2011-04-22 → 2011-06-16
  T & D Advisors Incorporated
  Pittsburgh, PA

Other Businesses

1. T&D ADVISORS, INC. DBA TD&S ADVISORS POSITION: Representative NATURE: Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/18/2010 ADDRESS: 790 Holiday Drive, Foster Plaza Eleven, Pittsburgh PA 15220, United States DESCRIPTION: Doing business as ("DBA"),T&D Advisors, Inc. DBA TD&S Advisors. 2. MARK A. SPEEDY POSITION: Licensed Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 11/15/2011 ADDRESS: TD&S Advisors, 790 Holiday Drive, Foster Plaza Eleven, Pittsburgh PA 15220, United States DESCRIPTION: Sales of fixed annuity and life insurance contracts 3. PINE SPRINGS CAMP GOLF COMMITTEE POSITION: Committee Member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2011 ADDRESS: 371 Pine Springs Camp Road, Jennerstown PA 15547, United States; DESCRIPTION: Assist in the planning and executing of an annual golf outing

Exams

• S66 Uniform Combined State Law Examination
  2011-02-04

Designations

• Certified Financial Planner