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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-05 |
Branch Locations
6275 W. Plano Parkway Suite 500, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 11/2018 | 09/2024 |
| Southwest Search | Dallas | TX | 06/2018 | 11/2018 |
| Chase Bank | Prosper | TX | 08/2017 | 06/2018 |
| Lonestar Valet | Dallas | TX | 08/2017 | 10/2021 |
| Buffalo Wild Wings | Moorhead | MN | 08/2015 | 01/2017 |
| Robert Half | Long Beach | CA | 05/2016 | 09/2016 |
| Minnesota State University | Moorhead | MN | 08/2012 | 06/2017 |
| Uber Eats | Little Elm | TX | 03/2021 | 12/2021 |
| Ameriprise Financial Services Llc | Plano | TX | 11/2024 | Present |
| Osaic Wealth, Inc | Plano | TX | 12/2025 | Present |
1. STORMCLOUD HOLDINGS LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 6301 Windhaven Pkwy, Plano TX 75093, United States DESCRIPTION: LLC Management of Activity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-15 |
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