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Eric James Reding

Osaic Wealth, Inc.

Sparks, NV

Reno, NV

CRD 3185806

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-24
NV RA APPROVED 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-09-24
  • NV RA
    APPROVED
    Since 2024-01-19

Branch Locations

Sparks, NV • United States

9190 Double Diamond Pkwy, Reno, NV 89521 • 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
Madison Avenue Securities, Inc. Reno NV 03/2006 03/2021
Self Employed Reno NV 07/1989 Present
Madison Avenue Securities, Inc. Reno NV 03/2009 04/2021
Pinnacle Resource Management, Inc. Reno NV 01/1997 Present
Woodbury Financial Services Inc Reno NV 04/2021 01/2024
Osaic Wealth, Inc. Reno NV 01/2024 Present
  • 03/2006 → 03/2021
    Madison Avenue Securities, Inc.
    Reno, NV
  • 07/1989 → Present
    Self Employed
    Reno, NV
  • 03/2009 → 04/2021
    Madison Avenue Securities, Inc.
    Reno, NV
  • 01/1997 → Present
    Pinnacle Resource Management, Inc.
    Reno, NV
  • 04/2021 → 01/2024
    Woodbury Financial Services Inc
    Reno, NV
  • 01/2024 → Present
    Reno, NV
Previous Registrations
  • 2021-04-12 → 2024-01-19
    Woodbury Financial Services, Inc.
    Torrance, CA
    Reno, NV
    Reno, NV
  • 2009-03-25 → 2021-04-09
    Henderson, NV
    Reno, NV
    Reno, NV
    Sparks, NV
    Reno, NV
  • 2009-01-01 → 2009-03-25
    Madison Avenue Advisors, Inc.
    Reno, NV
Other Businesses

1. ESTATE DOCS PRO POSITION: Sofware license user for referral NATURE: LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2019 ADDRESS: 3101 N. Central Ave. STE 1600, Phoenix AZ 85012, United States DESCRIPTION: I have a software license which allows me to direct someone to their portal. I have a branded portal for it separate from the securities website and NO reference of it is currently mentioned on my primary web site. However If possible I would like to add a link. If someone is looking to put together an estate plan, I will recommend they check out the landing page. If they want to sign up, they pay a one time fee (Maximum of and a small annual fee 2. PINNACLE RESOURCE MANAGEMENT, INC. DBA REDING FINANCIAL GROUP POSITION: Owner NATURE: Corp. S INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/19/1997 ADDRESS: 9190 Double Diamond Parkway, Reno NV 89521, United States DESCRIPTION: As part of a total retirement planning approach, it may be prudent to recommend life insurance, long term care insurance, fixed annuities etc to a client or prospective client.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-30
S63 Uniform Securities Agent State Law Examination 1999-03-11
  • S65 Uniform Investment Adviser Law Examination
    2008-12-30
  • S63 Uniform Securities Agent State Law Examination
    1999-03-11
Other Names
  • Rick Reding
  • Eric J Reding

View on SEC IAPD

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