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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-30 |
| TX | RA | APPROVED | 2024-05-30 |
Branch Locations
San Luis Obispo, CA • United States
3821 Juniper Trace Suite 208, Bee Cave, TX 78738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| App Scrolls Inc. Dba Gamerspeak | San Luis Obispo | CA | 02/2015 | Present |
| Osaic | Austin | TX | 03/2024 | Present |
IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/27/2024 ADDRESS: 3821 Juniper Trace, Suite 208, Bee Cave TX 78738, United States DESCRIPTION: Using IronBridge Wealth Counsel, LLC as marketing name for securities business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-29 |
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