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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2023-09-01 |
| NC | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
Branch Locations
8721 Plantation Lane Suite 201, Manassas, VA 20110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usmc | Patuxent River | MD | 07/2010 | Present |
| Sagepoint Financial | Manassas | VA | 08/2013 | 09/2023 |
| Osaic Wealth, Inc. | Manassas | VA | 09/2023 | Present |
1. HARRY H. HORNING FINANCIAL SERVICES POSITION: Insurance Producer; NATURE: Ins Producer; INV RELATED: Yes; HRS: 5; SEC HRS: 5; 12/01/2014; 8721 Plantation Lane Suite 201, Manassas VA 20110; Ins sales 2. HARRY H. HORNING FINANCIAL SERVICES POSITION: Tax Review; NATURE: Tax Preparation INV RELATED: No; HRS: 10; SEC HRS: 10; 01/01/2014; 8721 Plantation Lane Ste 201, Manassas VA 20110; Tax Preparation 3. PHASE II, LLC POSITION: Seller NATURE: Phase II Staffing and Contracting LLC was a for profit business primarily in government contracting, LLC doing business as S Corp. The business has been sold to M.C. Fuhrman & Associates, LLC as of 06/02/2026. Harry Horning, II, for a period of one (1) year following the Closing Date,shall not directly solicit any customers or contracts transferred to Purchaserfor the purpose of providing competing cyber or IT services. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: 521 C Street, Quantico VA 22134, United States DESCRIPTION: No longer have duties pertaining to this company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-06 |
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