George Robert Veater

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 11/2020
  Lpl Financial, Llc
  Fresno, CA
• 11/2020 → 09/2023
  Sagepoint Financial, Inc.
  Fresno, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Fresno, CA

Previous Registrations

• 2020-11-04 → 2023-09-01
  Osaic Services, Inc.
  Fresno, CA
  Phoenix, AZ
  Fresno, CA
  Brea, CA
• 2012-10-23 → 2020-11-11
  Lpl Financial Llc
  Fresno, CA
  San Diego, CA
  Brea, CA
  Fresno, CA
• 2002-08-06 → 2012-10-22
  Spc
  Fresno, CA

Other Businesses

1. VEATER RANCH AND CATTLE CO POSITION: Owner NATURE: Working Cattle Ranch, Rodeos, Bronc Riding School INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: 35989 Hwy 41, Coarsegold CA 93614, United States DESCRIPTION: Working cattle, shipping, branding, gathering etc. Offers Bronc Riding School. Host Bronc/Rodeo Events. 2. ZERO GRAVITY COWBOYS POSITION: Owner NATURE: Bronc riding school with you tube videos and website INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 35989 Hwy 41, Coarsegold CA 93614, United States DESCRIPTION: N/A 3. SENIOR STRATEGIES, INC POSITION: President NATURE: S. Corp for tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 7108 N Fresno Street Ste #410, Fresno CA 93720, United States DESCRIPTION: N/A 4. VEATER FINANCIAL GROUP POSITION: Financial Professional NATURE: DBA/Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2021 ADDRESS: 7108 N. Fresno Street Ste #410, Fresno CA 93720, United States DESCRIPTION: DBA/Marketing Name for securities business 5. AIR BNB POSITION: Owner NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 35989 Hwy 41, Coarsegold CA 93614, United States DESCRIPTION: Property Owner 6. 2.GEORGE VEATER POSITION: Owner NATURE: Rental INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2021 ADDRESS: 35729 HWY 41 Coarsegold CA 93614 DESCRIPTION: No duties other than an occasional visit if something is wrong.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-30
• S63 Uniform Securities Agent State Law Examination
  1995-04-07