Peter Bloss Bryan

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
TX	RA	APPROVED	2025-01-24

TX RA
APPROVED

Since 2025-01-24

Branch Locations

Taylor, TX • United States

Disclosures

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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Securities Corporation	Taylor	TX	07/2008	01/2025
Osaic Wealth, Inc.	Taylor	TX	01/2025	Present

07/2008 → 01/2025

Lincoln Financial Securities Corporation

Taylor, TX
01/2025 → Present

Osaic Wealth, Inc.

Taylor, TX

Previous Registrations

1997-09-23 → 2025-01-24

Osaic Fs, Inc.

Taylor, TX

Houston, TX

Houston, TX

Other Businesses

ADVISORS FINANCIAL GROUP, INC. 914 W 4th Street, Taylor, TX 76574 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY, FIXED ANNUITY, AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/1995 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1983-04-26

S63 Uniform Securities Agent State Law Examination

1983-04-26

View on SEC IAPD