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Elijah Michael Murray

Osaic Wealth, Inc.

Mckinney, TX

CRD 6175272

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-02-09
  • TX RA
    APPROVED
    Since 2021-02-09

Branch Locations

Mckinney, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eagle Wealth Solutions Plano TX 02/2013 01/2022
Royal Alliance Associates, Inc. Plano TX 08/2020 08/2023
Osaic Wealth, Inc Plano TX 08/2023 Present
  • 02/2013 → 01/2022
    Eagle Wealth Solutions
    Plano, TX
  • 08/2020 → 08/2023
    Royal Alliance Associates, Inc.
    Plano, TX
  • 08/2023 → Present
    Plano, TX
Other Businesses

1. GENERAL LINES LIFE AGENT POSITION: Life Ins Agent NATURE: Independent general lines life agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 10309 Paul Revere Way, McKinney TX 75072, United States DESCRIPTION: Life Agent as part of planning process when it supports client's financial plan.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-11-23
  • S63 Uniform Securities Agent State Law Examination
    2020-11-23
Designations
  • Certified Financial Planner
Other Names
  • Elijah Murray

View on SEC IAPD

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