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Osaic Advisory Services, LLC CRD 171070
$15.5B regulatory AUM 170 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-11-08 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Omaha | NE | 02/2004 | Present |
| Securities America Advisors, Inc. | Omaha | NE | 03/2004 | Present |
| Bryon Decker | La Vista | NE | 05/2002 | Present |
| Arbor Point Advisors | La Vista | NE | 09/2014 | Present |
| Millard Athletic Association | Omaha | NE | 10/2012 | Present |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | Present |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. SECURITIES AMERICA ADVISORS, INC INVESTMENT ADVISORY - IAR START DATE: 11/2007 LOCATED AT 12325 PORT GRACE BLVD LA VISTA NE LESS THAN 1% TIME SPENT 2. INSURANCE POSITION: Agent NATURE: INSURANCE SALES - AGENT START DATE: 5/2002 LOCATED AT 12325 PORT GRACE BLVD LA VISTA NE LESS THAN 1% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2002 ADDRESS: 12325 Port Grace Blvd La Vista NE 68128 DESCRIPTION: Fixed Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-12 |
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