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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-11
  • MA RA
    APPROVED
    Since 2026-08-11

Branch Locations

301 Edgewater Place Suite 400, Wakefield, MA 01880 • 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
Osaic Wealth Inc Wakefield MA 05/2026 Present
Federal Deposit Insurance Corporation Raleigh NC 06/2023 04/2026
University Of South Carolina Columbia SC 08/2019 05/2023
Jake's Bar And Grill Columbia SC 03/2021 01/2023
Flagship Wealth Advisors Wakefield MA 05/2022 08/2022
Garvin Construction Products Medford MA 05/2021 08/2021
North Reading Youth Basketball North Reading MA 06/2016 08/2019
  • 05/2026 → Present
    Wakefield, MA
  • 06/2023 → 04/2026
    Federal Deposit Insurance Corporation
    Raleigh, NC
  • 08/2019 → 05/2023
    University Of South Carolina
    Columbia, SC
  • 03/2021 → 01/2023
    Jake's Bar And Grill
    Columbia, SC
  • 05/2022 → 08/2022
    Flagship Wealth Advisors
    Wakefield, MA
  • 05/2021 → 08/2021
    Garvin Construction Products
    Medford, MA
  • 06/2016 → 08/2019
    North Reading Youth Basketball
    North Reading, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-27
  • S66 Uniform Combined State Law Examination
    2026-07-27

View on SEC IAPD

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