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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-26 |
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-28 |
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