Best Investors
Account
Sign in
Best Investors
Account
Sign in
Osaic Institutions, Inc. CRD 35371
$6.49B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Partners Credit Union | Downey | CA | 06/2018 | Present |
| Farmers And Merchants Bank | Long Beach | CA | 04/2016 | 06/2018 |
| Osaic Institutions, Inc. | Meriden | CT | 01/2024 | Present |
1.) I am a Realtor for Century 21 Peak. At This moment I am not active, I am only a referral agent. 7827 Florence Ave Downey CA 90240 Real Estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-19 |
Reach out to this advisor