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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-06-14
  • CT RA
    APPROVED
    Since 2024-06-14

Branch Locations

152 Deming Street, South Windsor, CT 06074 • 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
Investacorp Miami FL 02/2015 07/2020
Kingston Wealth Management South Windsor CT 11/2014 Present
Securities America, Inc. South Windsor CT 07/2020 06/2024
Securities America Advisors, Inc. South Windsor CT 07/2020 06/2024
Osaic Wealth, Inc. South Windsor CT 06/2024 Present
  • 02/2015 → 07/2020
    Investacorp
    Miami, FL
  • 11/2014 → Present
    Kingston Wealth Management
    South Windsor, CT
  • 07/2020 → 06/2024
    Securities America, Inc.
    South Windsor, CT
  • 07/2020 → 06/2024
    Securities America Advisors, Inc.
    South Windsor, CT
  • 06/2024 → Present
    South Windsor, CT
Previous Registrations
  • 2020-07-17 → 2024-06-14
    Securities America Advisors, Inc.
    South Windsor, CT
  • 2017-01-04 → 2020-07-17
    Investacorp Advisory Services Inc
    South Windsor, CT
Other Businesses

1. DBA - Kingston Wealth Management Group, LLC 2. KINGSTON WEALTH MANAGMENT GROUP, LLC POSITION: administrator NATURE: General accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2015 ADDRESS: 152 Deming St, South Windsor CT 06074 DESCRIPTION: We provide tax preparation and general accounting services 3. KINGSTON WEALTH MANAGEMENT GROUP, LLC POSITION: Agent NATURE: Insurance Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2015 ADDRESS: 152 Deming St, South Windsor CT 06074 DESCRIPTION: Sales and Servicing of certain fixed insurance products. 4. KEVIN M. SPADA POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/30/2024 ADDRESS: 4261 Route 103, Mount Holly VT 05758, United States DESCRIPTION: My spouse and I occasionally rent our second home. 5. KEVIN M. SPADA POSITION: Owner NATURE: E-commerce Website INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: 4261 Route 103, Mount Holly VT 05758, United States DESCRIPTION: Maintaining website and updating as needed. 6. KINGSTON WEALTH MANAGEMENT GROUP, LLC POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2015 ADDRESS: 152 Deming St, South Windsor CT 06074, United States DESCRIPTION: Sales and Servicing of certain fixed insurance products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-17
  • S66 Uniform Combined State Law Examination
    2015-06-17

View on SEC IAPD

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