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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 | 2024-06-19 |
| CA | RA | APPROVED | 2024-06-14 |
Branch Locations
6200 Canoga Ave. Suite #375, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Woodland Hills | CA | 03/2011 | 06/2024 |
| Securities America Advisors, Inc. | Woodland Hills | CA | 06/2011 | 06/2024 |
| Osaic Wealth, Inc. | Woodland Hills | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Woodland Hills | CA | 06/2024 | Present |
1. DBA - KGE Wealth Management 2.BLAKE RIBNICK POSITION: Advisor NATURE: INSURANCE SALES - AGENT - START DATE: 07/2022 - LOCATED AT 5959 Topanga Canyon Blvd Suite #250, Woodland Hills, CA 91367? INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2022 ADDRESS: 5959 Topanga Canyon Blvd Suite #250, Woodland Hills CA 91367, United States DESCRIPTION: Annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-19 |
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