Best Investors Account Sign in

Evan Schawe Cure

Osaic Wealth, Inc.

Richardson, TX

CRD 7564657

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
TX RA APPROVED 2024-08-27
  • TX RA
    APPROVED
    Since 2024-08-27

Branch Locations

2600 North Central Expressway Suite 925, Richardson, TX 75080 • 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
Cure Financial Plano TX 05/2022 Present
Student Plano TX 05/2014 05/2022
Osaic Plano TX 05/2024 Present
  • 05/2022 → Present
    Cure Financial
    Plano, TX
  • 05/2014 → 05/2022
    Student
    Plano, TX
  • 05/2024 → Present
    Osaic
    Plano, TX
Other Businesses

1. CURE FINANICAL POSITION: Registered Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/16/2022 ADDRESS: 1255 W 15TH ST, Suite 250, Plano, TX 75075 DESCRIPTION: DBA for marketing purposes.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-12
  • S63 Uniform Securities Agent State Law Examination
    2024-08-12
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Richardson, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor