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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| AZ | RA | APPROVED | 2025-11-07 |
Branch Locations
9171 E Bell Rd Suite 109, Scottsdale, AZ 85260 • United States
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 |
|---|---|---|---|---|
| Cue Financial Group, Inc. | Scottsdale | AZ | 08/2003 | 12/2018 |
| Foothill Securities Inc | Scottsdale | AZ | 09/2009 | 12/2016 |
| Hanish Business Ventures, Llc | Scottsdale | AZ | 03/2009 | Present |
| Hanish Entertainment Group Llc | Scottsdale | AZ | 12/2010 | Present |
| Scott Hanish Llc- Dba | Scottsdale | AZ | 01/2010 | Present |
| Zinger Bat Company, Llc | Chandler | AZ | 02/2012 | Present |
| Trueality Tv | Scottsdale | AZ | 12/2014 | Present |
| Insurance Sales | Scottsdale | AZ | 09/2004 | Present |
| Securities America, Inc. | Scottsdale | AZ | 12/2016 | 06/2024 |
| Pfg Advisors, Llc | Scottsdale | AZ | 04/2018 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 06/2024 | Present |
1. ZINGER BAT COMPANY POSITION: CEO/Owner NATURE: Wood baseball bat manufacturing and sales Baseball training and coaching facility INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2012 ADDRESS: 9171 E BELL RD, SUITE 109, SCOTTSDALE AZ 85260, United States DESCRIPTION: I oversee general operations and institute policy for all aspects of the company. 2. SUBLEASING - SCOTT HANISH LLC POSITION: Subleasing to my other business and coaches NATURE: Subleasing commercial space related to Zinger Bat Co. (approved OBA - baseball manufacturing & training). INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 9171 E BELL RD, SUITE 109, SCOTTSDALE AZ 85260, United States DESCRIPTION: Scott Hanish LLC is the lessee and will eventually occupy the built in office space and currently subleases to 1. Zinger Bat Company (occupies the manufacturing space, I am the sole owner and Zinger is a previously disclosed OBA) and also subleases to 2. subcontracting coaches who utilize the training facility for coaching baseball players. When the investment business moves in, there will be a secured interior entrance to the office space that only Carrie James (my registered office assistant) and I will have access to. 3. ZINGER BASEBALL PERFORMANCE CENTER POSITION: CEO / Owner NATURE: LLC - I'm the sole member. ***Originally I was acting as sub lessor of our commercial space but tenant turned out to not be a good fit and we started new business on 03/01/2024, operations fully began 4/10/24 when all insurance, licensing, bank accounts were set up INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2023 ADDRESS: 9171 E BELL RD, SUITE 109, SCOTTSDALE AZ 85260, United States DESCRIPTION: Create structure for ongoing training programs, tournament play, incoming revenue from customers. Collaborate with coaches, parents, players, scouts, agents, to schedule needed events (eg. showcases). Find coaching talent through network. Oversee budget, overall finances. Some tournament coaching from time to time. 4. SUBLEASING - SCOTT HANISH LLC POSITION: Owner - Subleasing to my other business NATURE: Scott Hanish LLC is the lessee and will occupy the built in office space and currently subleases to 1. Zinger Bat Company (occupies the manufacturing space, I am the sole owner and Zinger is a previously disclosed OBA) and also subleases to 2. Zinger Baseball Performance Center (occupies the manufacturing space, I am the sole owner and Zinger is a previously disclosed OBA) There is a secured interior entrance to the office space that only I will have access to) This had been previously disclosed and is listed on my U4 but was not showing on my OBA manager on Reg Ed. Not sure what happened in the transition to Osaic but I am entering this again now. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 9171 E. Bell Rd. Ste 109, Scottsdale AZ 85260 DESCRIPTION: Scott Hanish LLC is the lessee and my other two business that occupy the space will participate in the overall rent payments by making payments to my Investment Company's operating account from the other business accounts. This is more a function of sharing costs across the businesses other business that I own 100% of (and disclosed on my OBAs), rather than an outside revenue source.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-15 |
| S66 | Uniform Combined State Law Examination | 2001-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-30 |
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