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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 | 2024-06-11 |
Branch Locations
18601 Lbj Freeway Suite 140, Mesquite, TX 75150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schumacher Carpentry | Garland | TX | 08/2021 | 08/2022 |
| Financial & Insurance Services Of Texas | Mesquite | TX | 08/2022 | Present |
| Unemployed/ Student - Full Time Student | Sao Paulo | 01/2013 | 08/2019 | |
| Unemployed/ Student - Full Time Student | Plano | TX | 08/2019 | 08/2021 |
| Osaic Wealth, Inc. | Mesquite | TX | 07/2023 | Present |
Financial & Insurance Services of Texas Intern under Randolph Balch ( Registered Rep) 18601 Lbj Freeway, Suite 140 , Mesquite, TX 75150 Start Date: Aug 2022 till today. 24h/week - While going to college. Duties: Assist with admin duties for registered rep.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-08 |
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