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Bryan Alexis Rendon Salazar

Osaic Advisory Services, LLC

Greenville, NC

New York, NY

Atlanta, GA

CRD 7660669

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Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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 Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-05
NC RA APPROVED 2026-01-05
  • NY RA
    APPROVED
    Since 2026-01-05
  • NC RA
    APPROVED
    Since 2026-01-05

Branch Locations

Greenville, NC • United States

127 W 30Th Street 9Th Floor, New York, NY 10001 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Patterns Behavioral Services Cary NC 07/2022 11/2022
Harding University Searcy AR 09/2020 05/2022
Chick Fil A Searcy AR 02/2022 05/2022
Sylvan Hills Church Of Christ Sherwood AR 09/2021 05/2022
Buckingham Road Church Of Christ Garland TX 05/2021 07/2021
Buckingham Road Church Of Christ Garland TX 05/2020 07/2020
Prestoncrest Church Of Christ Dallas TX 05/2019 07/2019
Chick Fil A Richardson TX 02/2018 08/2018
Fidelity Investments Durham NC 11/2022 10/2025
Full Time Education Searcy AR 08/2018 05/2022
Full Time Education Garland TX 08/2012 05/2018
Fidelity Investments Boston MA 03/2025 10/2025
Servet Wealth Management New York NY 12/2025 Present
Osaic Wealth Scottsdale AZ 12/2025 Present
Osaic Advisory Services Atlanta GA 12/2025 Present
  • 07/2022 → 11/2022
    Patterns Behavioral Services
    Cary, NC
  • 09/2020 → 05/2022
    Harding University
    Searcy, AR
  • 02/2022 → 05/2022
    Chick Fil A
    Searcy, AR
  • 09/2021 → 05/2022
    Sylvan Hills Church Of Christ
    Sherwood, AR
  • 05/2021 → 07/2021
    Buckingham Road Church Of Christ
    Garland, TX
  • 05/2020 → 07/2020
    Buckingham Road Church Of Christ
    Garland, TX
  • 05/2019 → 07/2019
    Prestoncrest Church Of Christ
    Dallas, TX
  • 02/2018 → 08/2018
    Chick Fil A
    Richardson, TX
  • 11/2022 → 10/2025
    Fidelity Investments
    Durham, NC
  • 08/2018 → 05/2022
    Full Time Education
    Searcy, AR
  • 08/2012 → 05/2018
    Full Time Education
    Garland, TX
  • 03/2025 → 10/2025
    Fidelity Investments
    Boston, MA
  • 12/2025 → Present
    Servet Wealth Management
    New York, NY
  • 12/2025 → Present
    Osaic Wealth
    Scottsdale, AZ
  • 12/2025 → Present
    Osaic Advisory Services
    Atlanta, GA
Previous Registrations
  • 2025-03-31 → 2025-11-04
    Durham, NC
    Greenville, NC
    Boston, MA
  • 2023-09-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-08
S63 Uniform Securities Agent State Law Examination 2023-03-09
  • S66 Uniform Combined State Law Examination
    2023-09-08
  • S63 Uniform Securities Agent State Law Examination
    2023-03-09
Designations
  • Certified Financial Planner
Other Names
  • Bryan Alexis Rendon
  • Bryan Rendon

View on SEC IAPD

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