William Randall Keng

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → Present
  John Hancock Mutual Life Ins Co
  Jackson, MS
• 08/1998 → Present
  Signator Investors, Inc.
  Boston, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Ridgeland, MS

Previous Registrations

• 2002-09-04 → 2018-11-02
  Signator Investors, Inc.
  Ridgeland, MS
  Ridgeland, MS

Other Businesses

1. SOUTHEASTERN FINANCIAL POSITION: IAR/Owner NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/29/2020 ADDRESS: 774 Avery Blvd N Ste C RIDGELAND MS 39157 DESCRIPTION: sales/marketing of securities, investment advisory and insurance products 2. KENG PROPERTIES II POSITION: Rental Property Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/20/2021 ADDRESS: 774 Avery Blvd N Ste C RIDGELAND MS 39157 DESCRIPTION: Rental Property Owner 3. NORTHPARK PROPERTIES POSITION: Rental Property Owner NATURE: LLC partnership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/20/2021 ADDRESS: 589 Northpark Dr Ridgeland MS 39157 DESCRIPTION: Rental Property Owner 4. THE SALVATION ARMY POSITION: Board Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 10/02/2023 ADDRESS: 1450 Riverside Dr Jackson MS 39202 DESCRIPTION: Attend monthly planning meetings. Voting on agenda items, helping to coordinate fundraising events, and bell ringing during the Christmas season. 5. KENG PROPERTIES, LLC KENG PROPERTIES, LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2021 ADDRESS: 134 St Regis Dr Madison MS 39110 DESCRIPTION: I recently sold the building that the LLC has owned since 2007. We reinvested via 1031rules into 2 new properties that the LLC will own. First is a rental condominium in Florida, and the second is an Inland REIT. 6. SOUTHEASTERN FINANCIAL = FIXED INSURANCE POSITION: broker NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/19/2021 ADDRESS: 774 Avery Blvd N Ste C RIDGELAND MS 39157 DESCRIPTION: sales/marketing of fixed annuities and non-variable insurance products 7. Southern Federation of Syrian Lebanese Clubs POSITION: President NATURE: Officer/Director INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2025 ADDRESS: #232600 E. Ward Terrace, Anaheim CA 92806 DESCRIPTION: Write articles of local club social activities and submit to national association 8. SOUTHERN FEDERATION OF SYRIAN LEBANESE AMERICAN CLUBS POSITION: Board Member NATURE: Social club INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/08/2026 ADDRESS: 309 East Morehead Street, Apt 925, Charlotte NC 28202, United States DESCRIPTION: I have been nominated to be on the board of directors for the national assembly. Once approved I will tell them to add my name to the nominees and will hopefully once the votes have been cast begin my role as Secretary for the national association. This is an update to the existing OBA. I was approved to become a Board Member for the national association.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-05
• S63 Uniform Securities Agent State Law Examination
  1986-07-21

Designations

• Chartered Financial Consultant

Other Names

• Randy Keng