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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 |
|---|---|---|---|
| NM | RA | APPROVED | 2020-05-07 |
| TX | RA | APPROVED_RES | 2019-07-30 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
2025 Bonita Avenue, La Verne, CA 91750 • United States
Lake Havasu City, AZ • United States
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 |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Laverne | CA | 11/1989 | Present |
| Pension Portfolios | Laverne | CA | 09/1987 | Present |
1)GARY CHARLEBOIS, DBA PENSION PORTFOLIOS POSITION: AGENT, INVESTMENT RELATED, NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE 11/04/1983 ADDRESS: 2025 BONITA AVENUE, LA VERNE, CA 91750 DESCRIPTION: OFFERING TERM AND HEALTH INSURANCE QUOTES, PREPARE AND SUBMIT APPLICATIONS. 2)GARY CHARLEBOIS POSITION: OWNER NATURE: HOME RENTAL; INVESTMENT RELATED no NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/2010 ADDRESS: 2025 BONITA AVENUE, LA VERE, CA 91750 3)PENSION PORTFOLIOS POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1987 ADDRESS: 2025 Bonita Ave, La Verne CA 91750 DESCRIPTION: Occasionally write an insurance policy for both life and health.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-11-05 |
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