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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-27 |
Branch Locations
2600 North Central Expressway Suite 925, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cure Financial | Plano | TX | 05/2022 | Present |
| Student | Plano | TX | 05/2014 | 05/2022 |
| Osaic | Plano | TX | 05/2024 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-12 |
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