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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 2026-04-20
  • MD RA
    APPROVED
    Since 2026-04-20

Branch Locations

24 Frederick Road, Ellicott City, MD 21043 • 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
Stonebridge Advisors Ellicott City MD 06/2024 Present
Hcpss Ellicott City MD 06/2023 09/2023
Stonebridge Advisors Ellicott City MD 07/2022 05/2023
Turf Valley Resort Ellicott City MD 07/2017 08/2020
Unemployed Ellicott City MD 01/2014 06/2017
Unemployed Ellicott City MD 10/2023 05/2024
Unemployed Ellicott City MD 09/2020 06/2022
Osaic Wealth, Inc Ellicott City MD 03/2025 Present
  • 06/2024 → Present
    Stonebridge Advisors
    Ellicott City, MD
  • 06/2023 → 09/2023
    Hcpss
    Ellicott City, MD
  • 07/2022 → 05/2023
    Stonebridge Advisors
    Ellicott City, MD
  • 07/2017 → 08/2020
    Turf Valley Resort
    Ellicott City, MD
  • 01/2014 → 06/2017
    Unemployed
    Ellicott City, MD
  • 10/2023 → 05/2024
    Unemployed
    Ellicott City, MD
  • 09/2020 → 06/2022
    Unemployed
    Ellicott City, MD
  • 03/2025 → Present
    Ellicott City, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-17
  • S66 Uniform Combined State Law Examination
    2026-04-17

View on SEC IAPD

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