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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Atlanta | GA | 01/1998 | 01/2025 |
| Osaic Wealth, Inc. | Atlanta | GA | 01/2025 | Present |
1) ROBERT R. ROLLAUER JR 1830 BRANDON HALL DRIVE ATLANTA, GA 30350 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: PROPOSE DISABILITY, FIXED ANNUITY, EQUITY INDEXED ANNUITY,LIFE SETTLEMENT AND TRADITIONAL LIFE PRODUCTS. START DATE: 01/01/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1979-12-04 |
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