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John Killoran Bahr

Osaic Wealth, Inc.

Chapel Hill, NC

CRD 2404646

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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:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-11-03
  • NC RA
    APPROVED
    Since 2023-11-03

Branch Locations

1340 Environ Way 3Rd Floor, Chapel Hill, NC 27517 • 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
Wells Fargo Advisors, Llc Raleigh NC 12/2012 11/2016
Wells Fargo Clearing Services, Llc Raleigh NC 11/2016 07/2018
Osaic Wealth, Inc. Chapel Hill NC 11/2023 Present
Fsc Securities Corp Atlanta GA 07/2018 11/2023
Previous Registrations
Other Businesses

1. INTEGRITY WEALTH ADVANTAGE, LLC POSITION: Owner NATURE: LLC (DBA for securities business) INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 07/06/2018 ADDRESS: 1340 Environ Way, 3rd Floor, Chapel Hill NC 27517, United States DESCRIPTION: Registered Financial Advisor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-02-05
S63 Uniform Securities Agent State Law Examination 1993-11-19
  • S65 Uniform Investment Adviser Law Examination
    1997-02-05
  • S63 Uniform Securities Agent State Law Examination
    1993-11-19

View on SEC IAPD

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