Best Investors
Account
Sign in
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 |
|---|---|---|---|
| WV | RA | APPROVED | 2025-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Hurricane | WV | 07/2013 | 10/2025 |
| Primerica Financial Services | Hurricane | WV | 02/2013 | 10/2025 |
| Cline Business Services | Gilbert | WV | 01/2000 | Present |
| Osaic | Hurricane | WV | 10/2025 | Present |
1. CLINE BUSINESS SERVICES POSITION: Owner NATURE: Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1996 ADDRESS: 101 Eureka Drive, PO Box 1021, Gilbert WV 25621, United States DESCRIPTION: Full accounting and tax services 2. CLINE BUSINESS SERVICES POSITION: Owner NATURE: Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2016 ADDRESS: 101 Eureka Drive, PO Box 1021, Gilbert WV 25621, United States DESCRIPTION: P&C insurance as a broker for a large WV insurance agency. Am not recognized as the provider on any issued policy. Am paid commission for generating a potential client when the client obtains issued policies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-19 |
Reach out to this advisor