Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-05-15
  • WI RA
    APPROVED
    Since 2026-05-15

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES

8517 Excelsior Dr Suite 207, Madison, WI 53717 • United States

Elkhorn, WI • 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
Raymond James Financial Services, Inc. Lake Geneva WI 09/2014 09/2023
Form Wealth Advisors, Llc Lake Geneva WI 09/2014 09/2023
Proquility Private Partners, Llc Las Vegas NV 09/2023 05/2025
Simon Quick Advisors, Llc Las Vegas NV 05/2025 04/2026
Osaic Wealth Inc Madison WI 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-24
  • S66 Uniform Combined State Law Examination
    2016-10-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor