Best Investors Account Sign in

Antonio Escobedo

Osaic Wealth, Inc.

Scottsdale, AZ

CRD 7467388

Claim This Profile
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
CA RA APPROVED 2022-09-26
  • CA RA
    APPROVED
    Since 2022-09-26

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
Mueller Services Inc. Tonawanda NY 08/2020 02/2021
Sonora Cdjr Sonora CA 02/2021 11/2021
Unemployment Sonora CA 02/2020 08/2020
Summerville Union High School Tuolumne CA 08/2014 06/2018
Regal Cinemas Turlock CA 11/2018 02/2020
Csu Stanislaus Turlock CA 08/2020 06/2021
Thrivent Financial Minneapolis MN 01/2022 07/2022
Thrivent Investment Management Inc Merced CA 12/2021 09/2022
Unemployment Sonora CA 06/2018 11/2018
Thrivent Financial Appleton WI 07/2022 09/2022
Royal Alliance Associates, Inc. Jersey City NJ 09/2022 Present
  • 08/2020 → 02/2021
    Mueller Services Inc.
    Tonawanda, NY
  • 02/2021 → 11/2021
    Sonora Cdjr
    Sonora, CA
  • 02/2020 → 08/2020
    Unemployment
    Sonora, CA
  • 08/2014 → 06/2018
    Summerville Union High School
    Tuolumne, CA
  • 11/2018 → 02/2020
    Regal Cinemas
    Turlock, CA
  • 08/2020 → 06/2021
    Csu Stanislaus
    Turlock, CA
  • 01/2022 → 07/2022
    Thrivent Financial
    Minneapolis, MN
  • 12/2021 → 09/2022
    Merced, CA
  • 06/2018 → 11/2018
    Unemployment
    Sonora, CA
  • 07/2022 → 09/2022
    Thrivent Financial
    Appleton, WI
  • 09/2022 → Present
    Royal Alliance Associates, Inc.
    Jersey City, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-28
  • S66 Uniform Combined State Law Examination
    2022-02-28

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Scottsdale, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor