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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-11
  • FL RA
    APPROVED
    Since 2026-08-11

Branch Locations

877 Executive Center Drive West, St. Petersburg, FL 33702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invest Financial Corp Tampa FL 07/2015 04/2018
Raymond James Financial Services, Inc. St. Petersburg FL 05/2018 06/2026
Raymond James Financial Services Advisors, Inc. St. Petersburg FL 08/2018 06/2026
Osaic Wealth Inc. Scottsdale AZ 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-17
S63 Uniform Securities Agent State Law Examination 1998-03-26
  • S66 Uniform Combined State Law Examination
    2018-08-17
  • S63 Uniform Securities Agent State Law Examination
    1998-03-26
Other Names
  • Alison Lee Grayson
  • Alison Lee Gracia
  • Alison Lee Foster
  • Alison Foster

View on SEC IAPD

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