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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-12 |
| FL | RA | APPROVED | 2024-09-27 |
| TX | RA | APPROVED_RES | 2024-06-10 |
| VA | RA | APPROVED | 2005-09-09 |
Branch Locations
7918 Jones Branch Dr Suite 400, Mclean, VA 22102 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Mclean | VA | 11/1989 | Present |
1. TIM JUDSON POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 7918 Jones Branch Dr, suite 400, Mclean VA 22102, United States DESCRIPTION: I do a very limited amount of insurance business.usually only by request of an existing client.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1980-07-09 |
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