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Current Employers
Osaic Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-23
UT RA APPROVED 2024-11-08
  • TX RA
    APPROVED
    Since 2025-05-23
  • UT RA
    APPROVED
    Since 2024-11-08

Branch Locations

10808 S River Front Parkway Ste 359, South Jordan, UT 84095 • 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
Keeler Thomas Inc. Orem UT 06/2006 09/2017
Sagepoint Financial, Inc Orem UT 01/2009 09/2017
Securities America Inc South Jordan UT 09/2017 06/2024
Verus Capital Partners Llc South Jordan UT 09/2017 10/2020
Arbor Point Advisors South Jordan UT 10/2020 11/2024
Osaic Wealth, Inc. South Jordan UT 06/2024 Present
Osaic Advisory Services, Llc Atlanta GA 11/2024 Present
  • 06/2006 → 09/2017
    Keeler Thomas Inc.
    Orem, UT
  • 01/2009 → 09/2017
    Sagepoint Financial, Inc
    Orem, UT
  • 09/2017 → 06/2024
    Securities America Inc
    South Jordan, UT
  • 09/2017 → 10/2020
    South Jordan, UT
  • 10/2020 → 11/2024
    Arbor Point Advisors
    South Jordan, UT
  • 06/2024 → Present
    Osaic Wealth, Inc.
    South Jordan, UT
  • 11/2024 → Present
    Atlanta, GA
Previous Registrations
Other Businesses

1. FREEDOM POINT FINANCIAL - DBA 2. KEELER THOMAS MANAGEMENT LLC POSITION: Consultant NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 09/12/2017 ADDRESS: 1327 S 800 E, Orem UT 84097, United States DESCRIPTION: I will be providing ongoing consulting work for Keeler Thomas and be working with one of the main principles at this company. 3. WEALTH ADVOCATES POSITION: Consultant NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2018 ADDRESS: 255 N Main St #100, Logan UT 84321, United States DESCRIPTION: I will be providing ongoing consulting work for Wealth Advocates. 4. SWEETKNOTBOWS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2025 ADDRESS: 238 E Vista Way, North Salt Lake UT 84054, United States DESCRIPTION: Make handmade hair bows 5. INSURANCE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/23/2025 ADDRESS: 10808 S. River Front Parkway Suite 359, South Jordan UT 84095, United States DESCRIPTION: provide life insurance to clients I used Vanbridge to as a third party to run quotes and process getting the policies in place. Currently I have policies with the following companies: Banner, GPM, Brighthouse 6. FREEDOM POINT FINANCIAL POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/20/2025 ADDRESS: 10808 S. River Front Parkway Suite 359, South Jordan UT 84095, United States DESCRIPTION: Financial Planner 7. CHOULES FINANCIAL POSITION: Consultant NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/01/2026 ADDRESS: 491 N Main St, Logan UT 84321, United States DESCRIPTION: I will be providing ongoing consulting work for Chloues Financial and be working with the main principle of this company.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-08-03
S65 Uniform Investment Adviser Law Examination 2006-12-19
  • S63 Uniform Securities Agent State Law Examination
    2007-08-03
  • S65 Uniform Investment Adviser Law Examination
    2006-12-19
Designations
Other Names
  • Marie Amy Grover
  • Marie Grover

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