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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 | 2025-09-22 |
Branch Locations
3821 Juniper Trace Suite 208, Bee Cave, TX 78738 • United States
Louisville, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Louisville | KY | 05/2016 | 08/2018 |
| Jp Morgan Securities, Llc | Louisville | KY | 05/2016 | 08/2018 |
| Jefferson National Financial Corp | Louisville | KY | 08/2018 | 01/2019 |
| Jefferson National Securities Corporation | Louisville | KY | 08/2018 | 01/2019 |
| Nationwide Investment Services Corporation | Louisville | KY | 01/2019 | 03/2023 |
| Securities America, Inc. | La Vista | NE | 03/2023 | 09/2025 |
| Securities America Advisors | La Vista | NE | 03/2023 | 09/2025 |
| Osaic Wealth, Inc. | Jersey City | NJ | 09/2023 | 09/2025 |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | 09/2025 |
| Osaic Wealth, Inc. | Bee Cave | TX | 09/2025 | Present |
IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Director of Financial Planning NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2025 ADDRESS: 3821 Juniper Trace, Suite 208, Bee Cave TX 78738, United States DESCRIPTION: Managing the IronBridge Financial Planning department.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-16 |
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