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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2023-11-03 |
Branch Locations
726 North Washington, Forrest City, AR 72335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Financial Service Group | Forrest City | AR | 12/1998 | Present |
| Fsc Securities | Forrest City | AR | 01/2013 | 11/2023 |
| Osaic Wealth, Inc. | Forrest City | AR | 11/2023 | Present |
1. FORREST CITY AREA CHAMBER OF COMMERCE POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2012 ADDRESS: 203 N. Izard St., Forrest City AR 72335, United States DESCRIPTION: Involved in the recruitment of businesses and industry to the Forrest City area. In charge of monthly board meetings. 2. CAPITAL FINANCIAL SERVICE GROUP, INC. POSITION: It is solely my DBA name. I hold no position or title with Capital Financial Service Group. NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 726 N. Washington St., PO Box 1114, Forrest City AR 72335, United States DESCRIPTION: I do not engage in any insurance sales through this agency, nor do I earn any compensation. My affiliation with Capital Financial Service Group, Inc. is solely the use of the name as my DBA business name. I hold no position or title with Capital Financial Service Group, 3. EDWIN KIRK BILLINGSLEY - LIFE/HEALTH INSURANCE LICENSE POSITION: agent NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 726 N. Washington St., Forrest City AR 72335, United States DESCRIPTION: I simply hold a life/health insurance license with the state of Arkansas. I do not derive any compensation outside of Osaic from holding this license. I must hold this license to do any annuity business through Osaic. 4. FORREST CITY COUNTRY CLUB POSITION: Board Member/ Treasurer NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2014 ADDRESS: 726 North Washington, Forrest City, AR 72335 DESCRIPTION: Attend monthly board meetings. Review the club's financial statements and present to the board monthly for approval. I do not have check writing privileges.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-08 |
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