Georgia Lentzeres

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

Authority	Category	Status	Date
CO	RA	APPROVED	2018-11-02

CO RA
APPROVED

Since 2018-11-02

Branch Locations

575 Broadhollow Road, Melville, NY 11747 • 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

Organization	City	State	From	To
Sii	Westbury	NY	12/2013	11/2018
Peter Pan Diner	Bay Shore	NY	05/2006	Present
Royal Alliance Associates, Inc.	Melville	NY	11/2018	Present

12/2013 → 11/2018

Sii

Westbury, NY
05/2006 → Present

Peter Pan Diner

Bay Shore, NY
11/2018 → Present

Royal Alliance Associates, Inc.

Melville, NY

Previous Registrations

2016-06-07 → 2018-11-02

Signator Investors, Inc.

Melville, NY

Westbury, NY

Other Businesses

LIGHTHOUSE FINANCIAL NETWORK, LLC POSITION: Director of Supervision NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/21/2013 ADDRESS: 575 Broadhollow Road, Lighthouse Financial Network, LLC, Melville NY 11747, United States DESCRIPTION: Registered Principal for Lighthouse Financial Network,LLC.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-05-25
S63	Uniform Securities Agent State Law Examination	2014-04-15

S65 Uniform Investment Adviser Law Examination

2016-05-25
S63 Uniform Securities Agent State Law Examination

2014-04-15

View on SEC IAPD