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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-24 |
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 |
|---|---|---|---|---|
| Jj Puccio State Farm | Statesboro | GA | 08/2016 | 05/2018 |
| Enterprise Holdings | Atlanta | GA | 05/2017 | 08/2017 |
| Lincoln Financial Advisors Corporation | Sandy Springs | GA | 09/2018 | 01/2025 |
| Grad School/College | Buford/ Stateboro | GA | 08/2016 | 05/2017 |
| Unemployed | Statesboro | GA | 05/2018 | 09/2018 |
| Grad School/ College | Buford/Stateboro | GA | 08/2000 | 05/2018 |
| Osaic Wealth, Inc. | Sandy Springs | GA | 01/2025 | Present |
1) AUSTIN MCCRANIE 2602 QUEEN ANNE COURT SANDY SPRINGS, GA 30350 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY INSURANCE, FIXED ANNUITIES, LIFE SETTLEMENTS AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 11/2018 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40. 2) AUSTIN MCCRANIE POSITION: Agent NATURE: Soliciting insurance and securities products such as life insurance, fixed annuities, equity indexed annuities and variable annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/05/2018 ADDRESS: 2602 Queen Anne Court, atlanta GA 30350, United States DESCRIPTION: Sell and solicit products such as life insurance, variable life/annuities, fixed annuities, equity index annuities. Sell and solicit products that I am able to do with a life insurance and variable products license.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-27 |
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