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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
601 Nw Loop 410 Suite 240, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Financial Services Llc | Westlake | TX | 05/2014 | 07/2018 |
| Usaa Financial Advisors, Inc | San Antonio | TX | 07/2018 | 02/2019 |
| Usaa Investment Management Company | San Antonio | TX | 07/2018 | 02/2019 |
| Icon Consultants Fbo Usaa | Houston | TX | 07/2018 | 02/2019 |
| J.P. Morgan Securities Llc | San Antonio | TX | 10/2020 | 10/2021 |
| Fidelity Investments Inc | Westlake | TX | 05/2014 | 07/2018 |
| Unemployed | Victoria | TX | 03/2019 | 09/2020 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 10/2020 | 10/2021 |
| Next Financial Group, Inc | Houston | TX | 10/2021 | 03/2023 |
| Lincoln Financial Securities | San Antonio | TX | 03/2023 | 01/2025 |
| Osaic Wealth, Inc. | San Antonio | TX | 01/2025 | Present |
1. RDK ADVISORS LLC. POSITION: OSJ Supervisory Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 136 START DATE: 04/04/2023 ADDRESS: 601 NW Loop 410, Ste 240, San Antonio TX 78216, United States DESCRIPTION: I handle Operations, Compliance activities and Advisor Support for RDK Advisors LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-13 |
| S65 | Uniform Investment Adviser Law Examination | 2008-12-31 |
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