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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED | 2024-09-04 |
| MA | RA | APPROVED | 2021-10-06 |
Branch Locations
182 West Central Street Suite 200, Natick, MA 01760 • United States
182 West Central Street Suite 200, Natick, MA 01760 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-01-03 |
Branch Locations
182 West Central Street Suite 200, Natick, MA 01760 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellington Management Company Llp | Boston | MA | 05/2008 | 08/2021 |
| Wellington Management Advisers, Inc. | Boston | MA | 08/2016 | 09/2021 |
| Osaic Wealth, Inc. | Natick | MA | 09/2021 | Present |
1) KAIZERMAN & ASSOCIATES POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2021 ADDRESS: 182 West Central Street, Suite 200, Natick MA 01760, United States DESCRIPTION: Provide financial planning services, support and analysis 2) MEGHAN F. WACLAWSKY POSITION: Enrolled Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2025 ADDRESS: 182 West Central Street, Suite 200, Natick MA 01760, United States DESCRIPTION: Enrolled agent with IRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-29 |
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