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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Jonesboro | AR | 04/2012 | 06/2024 |
| Securities America Advisors, Inc. | Jonesboro | AR | 04/2012 | 06/2024 |
| Osaic Wealth, Inc. | Harrisburg | AR | 06/2024 | Present |
| Osaic Wealth, Inc. | Harrisburg | AR | 06/2024 | Present |
1. N/A POSITION: Buyer/seller NATURE: Buying and re-selling used vehicles for profit. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2018 ADDRESS: 19000 HIGHWAY 158, HARRISBURG, AR 72432 DESCRIPTION: Purchasing occasional used vehicles and selling online or to individuals for profit. 2. BROWNING ADVISORY GROUP - DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-04 |
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