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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 |
|---|---|---|---|
| MS | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resource 2000 Ltd | Hattiesburg | MS | 05/1986 | Present |
| Resource 2000 | Hattiesburg | MS | 05/1992 | Present |
| Lincoln Financial Securities | Hattiesburg | MS | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Hattiesburg | MS | 01/2025 | Present |
1) RESOURCE 2000/51 TIDEWATER RD HATTIESBURG,MS 39402 CATEGORY:INSURANCE INVESTMENT-RELATED: YES TITLE:CO-OWNER DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES,LIFE SETTLEMENTS, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE:1/1976 HOURS PER MONTH: 25 HOURS PER MONTH DURING TRADING HOURS:25
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-02 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
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