Richard Bryant Turner

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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 Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-01-24

NY RA
APPROVED

Since 2025-01-24

Branch Locations

Orchard Park, NY • 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 No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Securities Corporation	Orchard Park	PA	07/2008	01/2025
Osaic Wealth, Inc.	Orchard Park	NY	01/2025	Present

07/2008 → 01/2025

Lincoln Financial Securities Corporation

Orchard Park, PA
01/2025 → Present

Osaic Wealth, Inc.

Orchard Park, NY

Previous Registrations

2021-06-14 → 2025-01-24

Osaic Fs, Inc.

Lancaster, NY

Williamsville, NY

Buffalo, NY

Lancaster, NY

Orchard Park, NY

Other Businesses

RICHARD TURNER POSITION: agent NATURE: sole proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2026 ADDRESS: 5545 Powers Rd., ORCHARD. PARK NY 14127, United States DESCRIPTION: ability to sell and service fixed insurance and annuities

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-06-21
S63	Uniform Securities Agent State Law Examination	1984-04-02

S65 Uniform Investment Adviser Law Examination

1999-06-21
S63 Uniform Securities Agent State Law Examination

1984-04-02

Other Names

Richard Bryant Tarne

View on SEC IAPD