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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-06
  • NY RA
    APPROVED
    Since 2026-04-06

Branch Locations

6536 Anthony Drive Suite D, Victor, NY 14564 • 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
Morgan Stanley Geneva NY 11/2024 04/2026
Cadence Wealth Management Solutions Rochester NY 08/2024 11/2024
Odyssey Financial Advisors Edgewood KY 11/2023 07/2024
Reliant Credit Union Sodus NY 12/2017 10/2023
Lagoner Farms ( Embark Craft Ciderworks) Williamson NY 05/2017 09/2017
Montezuma Winery (Martin's Honey Farm And Meadery Seneca Falls NY 06/2016 04/2017
Unemployed Williamson NY 09/2017 12/2017
Osaic Wealth, Inc. Victor NY 04/2026 Present
  • 11/2024 → 04/2026
    Geneva, NY
  • 08/2024 → 11/2024
    Cadence Wealth Management Solutions
    Rochester, NY
  • 11/2023 → 07/2024
    Odyssey Financial Advisors
    Edgewood, KY
  • 12/2017 → 10/2023
    Reliant Credit Union
    Sodus, NY
  • 05/2017 → 09/2017
    Lagoner Farms ( Embark Craft Ciderworks)
    Williamson, NY
  • 06/2016 → 04/2017
    Montezuma Winery (Martin's Honey Farm And Meadery
    Seneca Falls, NY
  • 09/2017 → 12/2017
    Unemployed
    Williamson, NY
  • 04/2026 → Present
    Victor, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-06
  • S66 Uniform Combined State Law Examination
    2026-01-06
Other Names
  • Emily Jane Mangus
  • Emily Jane Stritzel

View on SEC IAPD

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