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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-17
CA RA APPROVED 2025-01-24
FL RA APPROVED 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2026-04-17
  • CA RA
    APPROVED
    Since 2025-01-24
  • FL RA
    APPROVED
    Since 2025-01-24

Branch Locations

101 Se 6Th Ave Suite F, Delray Beach, FL 33483 • 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
Farming Cards Rancho Cucamonga CA 01/2019 01/2022
Capre Lake Arrowhead CA 01/2019 12/2023
Adhi Real Estate Ontario CA 01/2019 01/2020
Actionlink Various Cities In In, Mo, Ca CA 01/2017 01/2019
Coca-Cola West Lafayette & South Bend IN 08/2015 01/2017
Lincoln Financial Advisors Delray Beach FL 12/2021 01/2025
Osaic Wealth, Inc. Delray Beach FL 01/2025 Present
  • 01/2019 → 01/2022
    Farming Cards
    Rancho Cucamonga, CA
  • 01/2019 → 12/2023
    Capre
    Lake Arrowhead, CA
  • 01/2019 → 01/2020
    Adhi Real Estate
    Ontario, CA
  • 01/2017 → 01/2019
    Actionlink
    Various Cities In In, Mo, Ca, CA
  • 08/2015 → 01/2017
    Coca-Cola
    West Lafayette & South Bend, IN
  • 12/2021 → 01/2025
    Lincoln Financial Advisors
    Delray Beach, FL
  • 01/2025 → Present
    Delray Beach, FL
Previous Registrations
  • 2023-05-11 → 2025-01-24
    Osaic Fa, Inc.
    Irvine, CA
    Delray Beach, FL
Other Businesses

1) NU ASCENT, LLC 30 NORTH GOULD ST. STE. R, SHERIDAN, WY 82801 CATEGORY: LEGAL ENTITY/RETAIL INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH APPAREL COMPANY WILL BE OWNED AND OPERATED. START DATE: 1/1/21 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 1 2) GWYNN, MOORE & ASSOCIATES, INC. POSITION: Associate NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2024 ADDRESS: 101 SE 6th Ave, Suite F, Delray Beach FL 33483, United States DESCRIPTION: Group health insurance for the S Corp.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-22
  • S66 Uniform Combined State Law Examination
    2023-03-22
Other Names
  • Kyle Marzec

View on SEC IAPD

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