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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-09 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
877 Executive Center Drive, St. Petersburg, FL 33702 • United States
St. Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates,Inc | St.PEtersburg | FL | 02/2014 | 11/2017 |
| Van Eck Associates Corporation | Tampa | FL | 11/2017 | 11/2018 |
| Saint Leo University | St. Leo | FL | 08/2014 | 04/2017 |
| Van Eck Securities Corporation | Tampa | FL | 11/2017 | 11/2018 |
| Metlife | Tampa | FL | 04/2019 | 09/2019 |
| Unemployed | St Petersburg | FL | 11/2018 | 04/2019 |
| Advisor Group | St. Petersburg | FL | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-28 |
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