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Osaic Advisory Services, LLC CRD 171070
$15.5B regulatory AUM 170 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-08 |
Branch Locations
4535 Mount Taylor Dr, Santa Rosa, CA 95404 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-25 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Santa Rosa | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 11/2016 | 04/2017 |
| Securities America, Inc. | Santa Rosa | CA | 07/2017 | 06/2024 |
| Verus Capital Partners, Llc | Santa Rosa | CA | 07/2017 | 11/2020 |
| Arbor Point Advisors | Santa Rosa | CA | 11/2020 | 11/2024 |
| Osaic Wealth, Inc. | Santa Rosa | CA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
BRAMER FARM POSITION: Owner NATURE: 40 acres of farm land in Iowa rented to agricultural farmer. Corn and Soy Bean farming INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2005 ADDRESS: 2400 1000th Street, Harlan IA 51537, United States DESCRIPTION: Owner of 40 acres of farmland in Iowa - rented to soy bean and corn farmer for an annual rental income of approximately $10,000 ANTIQUE JUNCTION POSITION: owner NATURE: Antique sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 4535 Mt. Taylor Drive, Santa Rosa CA 95404, United States DESCRIPTION: Antique buy and sell RKB FINANCIAL INVESTMENTS POSITION: Insurance Sales NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/26/2017 ADDRESS: 4535 Mt. Taylor Drive, Santa Rosa CA 95404, United States DESCRIPTION: Insurance sales - fixed index annuities BRAMER FAMILY TRUST POSITION: Account Manager/ Trustee NATURE: Brokerage Trust Account - Pam Anderson / Raymond Bramer trustees. Day Bramer Trust. This trust is intended to benefit the children of Day Bramer and the principle passed on to his grandchildren INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2005 ADDRESS: 4535 Mt Taylor Dr., Santa Rosa CA 95404, United States DESCRIPTION: Day Bramer Trust account is managed by Raymond Bramer. Money is distributed to the children of Day Bramer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-29 |
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