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Claire Gracie

Osaic Wealth, Inc.

Hunt Valley, MD

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-24
  • MD RA
    APPROVED
    Since 2025-01-24

Branch Locations

307 International Circle Suite 390, Hunt Valley, MD 21030 • 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
Ubs Financial Services Inc. Dallas TX 02/2022 02/2023
Jpmorgan Plano TX 08/2019 02/2022
Banditos Tex Mex Cantina/ Up Plaza Dallas TX 01/2016 04/2018
Jpmorgan Plano TX 06/2018 08/2018
Old Chicago/Wads Dallas TX 11/2018 05/2019
Urban Outfitters/Anthropologie Dallas TX 04/2018 10/2018
California Pizza Kitchen Hunt Valley MD 05/2016 12/2017
Smu Dallas TX 08/2015 05/2019
J.P. Morgan Securities Llc Dallas TX 02/2023 10/2024
Jpmorgan Chase Bank, N.A. Dallas TX 02/2023 10/2024
Unemployed Dallas TX 06/2019 07/2019
Osaic Fa, Inc Hunt Valley MD 11/2024 01/2025
Osaic Wealth, Inc. Hunt Valley MD 01/2025 Present
  • 02/2022 → 02/2023
    Ubs Financial Services Inc.
    Dallas, TX
  • 08/2019 → 02/2022
    Jpmorgan
    Plano, TX
  • 01/2016 → 04/2018
    Banditos Tex Mex Cantina/ Up Plaza
    Dallas, TX
  • 06/2018 → 08/2018
    Jpmorgan
    Plano, TX
  • 11/2018 → 05/2019
    Old Chicago/Wads
    Dallas, TX
  • 04/2018 → 10/2018
    Urban Outfitters/Anthropologie
    Dallas, TX
  • 05/2016 → 12/2017
    California Pizza Kitchen
    Hunt Valley, MD
  • 08/2015 → 05/2019
    Smu
    Dallas, TX
  • 02/2023 → 10/2024
    J.P. Morgan Securities Llc
    Dallas, TX
  • 02/2023 → 10/2024
    Jpmorgan Chase Bank, N.A.
    Dallas, TX
  • 06/2019 → 07/2019
    Unemployed
    Dallas, TX
  • 11/2024 → 01/2025
    Osaic Fa, Inc
    Hunt Valley, MD
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Hunt Valley, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-08
  • S66 Uniform Combined State Law Examination
    2022-06-08
Designations
Other Names
  • Claire Ann Gracie

View on SEC IAPD

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GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD
MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD
BUSH RIVER TRUST, LLC · HUNT VALLEY, MD
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