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Aiyisha Adams

Osaic Wealth, Inc.

Scottsdale, AZ

CRD 5127673

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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
GA RA APPROVED 2023-09-01
  • GA RA
    APPROVED
    Since 2023-09-01

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • 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
Lincoln Financial Advisors Fairburn GA 10/2014 09/2018
Fsc Securities Atlanta GA 09/2018 09/2021
Sagepoint Financial, Inc. Pheonix AZ 02/2022 Present
Unemployed Fairburn GA 09/2021 02/2022
Osaic Wealth, Inc. Jersey City NJ 09/2023 Present
  • 10/2014 → 09/2018
    Lincoln Financial Advisors
    Fairburn, GA
  • 09/2018 → 09/2021
    Fsc Securities
    Atlanta, GA
  • 02/2022 → Present
    Sagepoint Financial, Inc.
    Pheonix, AZ
  • 09/2021 → 02/2022
    Unemployed
    Fairburn, GA
  • 09/2023 → Present
    Jersey City, NJ
Previous Registrations
  • 2022-02-16 → 2023-09-01
    Osaic Services, Inc.
    Scottsdale, AZ
  • 2018-09-26 → 2021-09-13
    Fsc Securities Corporation
    Atlanta, GA
  • 2014-10-29 → 2018-07-31
    Osaic Fa, Inc.
    Fairburn, GA
    Atlanta, GA
    Fort Wayne, IN
  • 2012-03-06 → 2014-01-04
    Atlanta, GA
  • 2011-09-01 → 2012-01-30
    Bb&T Investment Services, Inc.
    Stockbridge, GA
    Newnan, GA
    Newnan, GA
    La Grange, GA
    Griffin, GA
    Charlotte, NC
    Newnan, GA
Other Businesses

1. PLEXUS WORLDWIDE POSITION: INDEPENDENT AMBASSADOR NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2015 ADDRESS: 9145 E Pima Center Pkwy, Scottsdale AZ 85258 DESCRIPTION: I am an independent ambassador with this health and wellness company. I operate mainly by word of mouth. People who buy these natural supplements, from me, are mostly family & friends. 2. Aiyisha Adams POSITION: Contributing Author NATURE: Other INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/29/2020 ADDRESS: 415 Oakwell Ct Fairburn, GA 30213 DESCRIPTION: I am a contributing author to the book "Voices of Mothers of Black Sons"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-31
S63 Uniform Securities Agent State Law Examination 2006-10-02
  • S66 Uniform Combined State Law Examination
    2011-08-31
  • S63 Uniform Securities Agent State Law Examination
    2006-10-02
Other Names
  • Aiyisha Rae Stovall
  • Alyisha Rae Korva
  • Aiyisha Rae Korva
  • Aiyisha Korva Adams

View on SEC IAPD

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