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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Darrell C. Claytor, Cfp | Twinsburg | OH | 01/1985 | Present |
| Securities America, Inc. | Twinsburg | OH | 01/1996 | 06/2024 |
| Securities America Advisors, Inc. | Twinsburg | OH | 01/2012 | 06/2024 |
| Osaic Wealth, Inc. | Twinsburg | OH | 06/2024 | Present |
| Osaic Wealth, Inc. | Twinsburg | OH | 06/2024 | Present |
1. DARRELL CLAYTOR 1. POSITION: Advisor NATURE: OSAIC WEALTH INC - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 01/1996 - LOCATED AT 9780 RIDGEWOOD DRIVE, TWINSBURG, OH 44087 INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1996 ADDRESS: 9780 Ridgewood Dr Twinsburg OH 44087 DESCRIPTION: At this time, I don't have any advisory clients (or proposed) 2. DARRELL CLAYTOR POSITION: Agent NATURE: LIFE INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 10/1992 - LOCATED AT 9780 RIDGEWOOD DRIVE, TWINSBURG, OH 44087 INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 10/01/1992 ADDRESS: 9780 Ridgewood Dr Twinsburg OH 44087 DESCRIPTION: Life insurance and fixed annuities 3. DARRELL CLAYTOR POSITION: tax preparer NATURE: TAX PREPARATION; TWINSBURG, OH; BEGINNING MAY 1982. - 20% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 05/17/1982 ADDRESS: 9780 Ridgewood Dr Twinsburg OH 44087 DESCRIPTION: Income tax preparation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-14 |
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