Joseph Kevin Bing

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

• 05/1991 → Present
  Bing & Associates Pa
  Jacksonville Beach, FL
• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2024-06-10 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 1999-03-22 → 2024-06-10
  Equitable Advisors, Llc
  New York, NY
  Jacksonville, FL
  Jacksonville Beach, FL

Other Businesses

1. BING & ASSOCIATES POSITION: Vice President NATURE: LLC - CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 60 START DATE: 05/01/1991 ADDRESS: 2320 Third Street South, Suite 9, Jacksonville Beach FL 32250, United States DESCRIPTION: Accounting & Tax Services along with assisting the owner in management duties 2. OWNER OF COMMERCIAL RENTAL POSITION: Owner NATURE: Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/31/1999 ADDRESS: 2320 Third Street South, Suite 9, Jacksonville Beach FL 32250, United States DESCRIPTION: Collect rent and pay real estate taxes 3. NORTH FLORIDA JUNIOR GOLF FOUNDATION POSITION: Board Member NATURE: Corporation - Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/20/2012 ADDRESS: 2104 Lady Di Lane, Jacksonville FL 32246, United States DESCRIPTION: Attend quarterly board meetings to assist the foundation in creating enhanced public awareness and appreciation for junior golf in our area, AND DISCUSS fundraising AND WAYS TO ENHANCE AWARENESS OF JUNIOR GOLF IN THE AREA. 1.5 HRS PER MEETING. 0 COMPENSATION 4. SISTER PARISH MINISTRY, INC. 4348 SOUTHPOINT BLVD, SUITE 101 JACKSONVILLE, FL 32216. FINANCIAL DIRECTOR, ACCOUNTING, BILL PAYING, TAX RETURN PREP, 07/01/2019, 8 HRS/MO. NON-INVESTMENT-RELATED. 5. 401 GLENVIEW, LLC POSITION: Managing Member NATURE: LLC - Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/27/2021 ADDRESS: 2320 Third Street South, Suite 9, Jacksonville Beach FL 32250, United States DESCRIPTION: I own the single-member LLC that owns a rental home in Tallahassee, Florida. The LLC maintains a bank account to collect rent and pay bills. I am the only signor on that bank account. 6. GLENVIEW PLACE HOMEOWNERS ASSOCIATION POSITION: I have been asked to serve on the HOA Board. NATURE: Homeowners Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/02/2025 ADDRESS: PO Box 3965, Tallahassee FL 32315, United States DESCRIPTION: Attend online HOA board meetings each quarter to discuss activities that are related to the property. This relates to the rental property I own through 401 Glenview, LLC.

Exams

• S66 Uniform Combined State Law Examination
  1999-06-10

Other Names

• Joseph Kevin Bing