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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-01 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-02 |
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