Amanda Lauren Dunlap

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-07-13
TX	RA	APPROVED	2017-03-31

NY RA
APPROVED

Since 2026-07-13
TX RA
APPROVED

Since 2017-03-31

Branch Locations

Camden, NY • United States

2770 Commerce Drive Nw, Rochester, MN 55901 • United States

1015 Beecave Woods Dr Suite 201, Austin, TX 78746 • 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

Organization	City	State	From	To
Integrated Financial Planning Center	Austin	TX	11/1996	Present
Osaic Wealth, Inc.	Austin	TX	02/1998	Present

11/1996 → Present

Integrated Financial Planning Center

Austin, TX
02/1998 → Present

Osaic Wealth, Inc.

Austin, TX

Previous Registrations

2017-05-11 → 2021-05-05

Integrated Financial Planning Center, Llc

Austin, TX

Other Businesses

1) ADUNLAP LLC POSITION: Owner/Operator NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/18/2019 ADDRESS: 1015 Beecave Woods Dr., Suite 201, Austin TX 78746, United States DESCRIPTION: Adunlap LLC, DBA: Absolute Financial Planning provides the staffing and overhead needs forAmanda Dunlap, financial advisor. 2) INTEGRATED FINANCE POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/20/2020 ADDRESS: 1015 Beecave Woods Drive, Suite 201, Austin TX 78746, United States DESCRIPTION: This is our tax service DBA Absolute Tax Solutions 3) AMANDA L DUNLAP POSITION: Agent NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 12/04/2014 ADDRESS: 1015 Beecave Woods Dr, Suite 201, Austin TX 78746, United States DESCRIPTION: Insurance Agent 4) WTF REALTY, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 413 Baldridge Dr, Austin TX 78748, United States DESCRIPTION: Owner of real estate for the purpose of developing a family campground 5) TEXAS NOTARY POSITION: Notary NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/08/2025 ADDRESS: 1015 Beecave Woods Drive, Suite 201, Austin TX 78746, United States DESCRIPTION: I notarize signatures for clients

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-29
S63	Uniform Securities Agent State Law Examination	2002-01-25

S66 Uniform Combined State Law Examination

2017-03-29
S63 Uniform Securities Agent State Law Examination

2002-01-25

Other Names

Amanda L Dunlap

View on SEC IAPD