Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-09 |
| TX | RA | APPROVED_RES | 2024-05-13 |
| AL | RA | APPROVED | 2023-09-01 |
| AR | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| IL | RA | APPROVED | 2023-09-01 |
| MD | RA | APPROVED | 2023-09-01 |
| OH | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
| UT | RA | APPROVED | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
| WA | RA | APPROVED | 2023-09-01 |
| WY | RA | APPROVED | 2023-09-01 |
Branch Locations
1107 Heatherstone Drive, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Forest Lake | MN | 01/2009 | 09/2023 |
| Dominion Eagle Financial Group, Inc | Fredericksburg | VA | 10/2002 | Present |
| Osaic Wealth, Inc. | Fredericksburg | VA | 09/2023 | Present |
1)THE DOMINION EAGLE FINANCIAL GROUP INC. DBA DOMINION EAGLE ADVISOR GROUP POSITION: OWNER; NATURE: INDEPENDENT INSURANCE SALES; INV RELATED: YES; NO OF HRS: 160HRS SECURITIES TRADING HRS: 160HRS START DATE 12/2009 ADDRESS: 1107 HEATHERSTONE DR, FREDERICKSBURG, VA 22407 DESCRIPTION: SELL LIFE INSURANCE, MUTUAL FUNDS, AND ANNUITIES. 2) DABJAB LLC POSITION: Owner NATURE: Management of my personal property INV REL: No; NO OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 04/09/2018 ADDRESS: 1107 HEATHERSTONE DR, FREDERICKSBURG, VA 22407 DESCRIPTION: Manage property that we own. 3)DOMINION EAGLE ADVISOR GROUP POSITION: Instructor NATURE: Seminar Teaching Class, Retirement Planning Today INV REL: Yes; NO OF HRS: 6 SECURITIES TRADING HRS: 0 START DATE: 10/13/2020 ADDRESS: 1107 HEATHERSTONE DR, FREDERICKSBURG, VA 22407 DESCRIPTION: I am the instructor and I do not get paid to do this class.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-09 |
Reach out to this advisor