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George John Makris

Osaic Wealth, Inc.

Cincinnati, OH

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-11-02
  • OH RA
    APPROVED
    Since 2018-11-02

Branch Locations

5580 Glenway Avenue, Cincinnati, OH 45238 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Insurance Agent Cincinnati OH 09/1985 Present
Makris Financial Group Cincinnati OH 04/1991 Present
Signator Investors, Inc. Cincinnati OH 05/2016 11/2018
Royal Alliance Associates, Inc. Cincinnati OH 11/2018 Present
  • 09/1985 → Present
    Independent Insurance Agent
    Cincinnati, OH
  • 04/1991 → Present
    Makris Financial Group
    Cincinnati, OH
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Cincinnati, OH
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Cincinnati, OH
Previous Registrations
  • 2016-05-13 → 2018-11-02
    Signator Investors, Inc.
    Cincinnati, OH
    Cincinnati, OH
  • 1999-08-19 → 2016-05-13
    Cincinnati, OH
    St. Petersburg, FL
    St. Petersburg, FL
    Cincinnati, OH
    Cincinnati, OH
Other Businesses

1)INSURANCE SALES POSITION: Sales NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/19/1978 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: sales of Life insurance 2) MAKRIS FINANCIAL GROUP, INC POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 04/19/1991 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: President of Makris Financial Group, inc.This my Finanancail Services PracticeAlso my DBA 3)BIG VIEW, LLC, POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2014 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: Owner of vacation home in Oho 4)GLENWAY 76 PROPERTY, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2011 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: Rental property owner 5)GLENWAY 78 PROPERTY POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2011 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: Rental property owner 6)GLENWAY 80 PROPERTY, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2011 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: Rental property Owner 7)GLENWAY 96 PROPERTY, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2014 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: Rental property Owner 8)GLENWAY 98 PROPERTY, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2017 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: Rental property owner 9) THE GRANDE ON SAND KEY, INC. POSITION: Voluntary Board member NATURE: Corporation I have been asked to be on the board of my condo association. It is a voluntary position. There is a president and a treasure. I will not have access to any of the finances as the treasure take care of the finances INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 11/15/2025 ADDRESS: 1180 Gulf Blvd, Clearwater beach FL 33767, United States DESCRIPTION: To assist the board in making decisions on work and upkeep and maintenance of the property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-15
S63 Uniform Securities Agent State Law Examination 1994-04-26
  • S66 Uniform Combined State Law Examination
    2008-02-15
  • S63 Uniform Securities Agent State Law Examination
    1994-04-26

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