David Curtis Moore

Osaic Wealth, Inc.

Hernando Beach, FL

CRD 1439360

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-11
TX	RA	APPROVED	2024-01-19

FL RA
APPROVED

Since 2026-08-11
TX RA
APPROVED

Since 2024-01-19

Branch Locations

Irving, TX • United States

Hernando Beach, FL • United States

8080 N Central Expy Suite 1700, Dallas, TX 75206-3783 • 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

Organization	City	State	From	To
Englewood Marketing Group	Green Bay	WI	01/2003	07/2020
Woodbury Financial Services Inc	Addison	TX	08/2020	01/2024
Osaic Wealth, Inc.	Dallas	TX	01/2024	Present

01/2003 → 07/2020

Englewood Marketing Group

Green Bay, WI
08/2020 → 01/2024

Woodbury Financial Services Inc

Addison, TX
01/2024 → Present

Osaic Wealth, Inc.

Dallas, TX

Previous Registrations

2020-10-09 → 2024-01-19

Woodbury Financial Services, Inc.

Dallas, TX

Mckinney, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-10-09
S63	Uniform Securities Agent State Law Examination	1986-03-20

S66 Uniform Combined State Law Examination

2020-10-09
S63 Uniform Securities Agent State Law Examination

1986-03-20

View on SEC IAPD

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