Best Investors
Account
Sign in
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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
Chesapeake, VA • United States
One Columbus Center Suite 800, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parr Funeral Home And Crematory | Suffolk | VA | 05/2007 | 04/2018 |
| Lincoln Financial Advisors | Virginia Beach | VA | 04/2018 | 09/2018 |
| Lincoln Financial Advisors | Virginia Beach | VA | 09/2018 | 01/2025 |
| Osaic Wealth, Inc. | Virginia Beach | VA | 01/2025 | Present |
1. NICHOLAS PARR POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 9/1/2020 ADDRESS: Lakewood Ln, Chesapeake, VA 23321 DESCRIPTION: We rent the in-law suite to our home. 2. SHEPHERD FINANCIAL GROUP POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: One Columbus Center, Ste 800, Virginia Beach, VA DESCRIPTION: Sell fixed insurance, if needed by client. 3. MILLENNIAL VENTURES LLC POSITION: Partner-General NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE:6/1/2021 ADDRESS: Lakewood Lane, Chesapeake, VA 23321 DESCRIPTION: Manage Rental Real Estate 4. MPS HOLDINGS, LLC POSITION: owner NATURE: LLC for rental real estate. Owned by: Ryan Martin 25% - partner in financial planning practice, Nicholas Parr 25%, Darlene Parr 25% - Client and mother, Matthew Spencer 25% - not a client or related INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2021 ADDRESS: 405 Park Rd., Suffolk VA 23434, United States DESCRIPTION: owner - participate in management decisions of properties. 5. INLET FINANCIAL GROUP POSITION: owner NATURE: LLC - operating business for Ryan Martin and Nicholas Parr Financial planning practice used for Expenses and Marketing. Owned 50/50 by Nicholas Parr and Ryan Martin INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/31/2025 ADDRESS: 3913 Walkers Bend Dr, Chesapeake VA 23321, United States DESCRIPTION: LLC used for expenses and marketing financial for planning practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-18 |
Reach out to this advisor