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Clayton C Toner

Osaic Advisory Services, LLC

Atlanta, GA

Lexington, KY

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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-06-30
  • KY RA
    APPROVED
    Since 2025-06-30

Branch Locations

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

3306 Clays Mill Road Suite 101, Lexington, KY 40503 • 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
Pyles Pools Indianapolis IN 06/2018 05/2024
Legacy Advisory Group Lexington KY 06/2024 Present
Hamilton Southeastern High School Fishers IN 08/2016 05/2020
Purdue University West Lafayette IN 08/2020 05/2024
College Movers & Junk Hauling West Lafayette IN 01/2024 04/2024
Doordash Noblesville, Fishers, West Lafayette IN 12/2020 12/2023
Osaic Wealth Scottsdale AZ 02/2025 Present
Osaic Advisory Services Atlanta GA 06/2025 Present
  • 06/2018 → 05/2024
    Pyles Pools
    Indianapolis, IN
  • 06/2024 → Present
    Legacy Advisory Group
    Lexington, KY
  • 08/2016 → 05/2020
    Hamilton Southeastern High School
    Fishers, IN
  • 08/2020 → 05/2024
    Purdue University
    West Lafayette, IN
  • 01/2024 → 04/2024
    College Movers & Junk Hauling
    West Lafayette, IN
  • 12/2020 → 12/2023
    Doordash
    Noblesville, Fishers, West Lafayette, IN
  • 02/2025 → Present
    Osaic Wealth
    Scottsdale, AZ
  • 06/2025 → Present
    Osaic Advisory Services
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-27
  • S66 Uniform Combined State Law Examination
    2025-06-27

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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