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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2025-11-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaf | Barksdale Afb | LA | 01/2021 | 06/2023 |
| Usaf | Minot Afb | ND | 03/2016 | 01/2021 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 02/2023 | 06/2023 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 06/2023 | 05/2025 |
| First Command Advisory Services, Inc | Fort Worth | TX | 06/2023 | 05/2025 |
| First Command Insurance Services, Inc | Fort Worth | TX | 06/2023 | 05/2025 |
| Mml Investors Services, Llc | Shreveport | LA | 05/2025 | 10/2025 |
| Massmutual Life Insurance Company | Shreveport | LA | 05/2025 | 10/2025 |
| Osaic Wealth Inc | Bossier City | LA | 11/2025 | Present |
NAME: HAVOC INVESTMENT SERVICES, INV REL: Y, ADD: RESIDENTIAL ADDRESS NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 6/15/2023, NO. HR/MO: 0, NO. HR/MO DURING SEC TRADING:0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-01 |
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