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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-03 |
Branch Locations
1340 Environ Way 3Rd Floor, Chapel Hill, NC 27517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-19 |
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