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Osaic Institutions, Inc. CRD 35371
$6.49B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-04 |
| TX | RA | APPROVED | 2022-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Partner Credit Union | Downey | CA | 10/2005 | Present |
| Lpl Financial Llc | Downey | CA | 06/2011 | 05/2022 |
| Infinex Investmenst, Inc. | Meriden | CT | 05/2022 | Present |
1.) AmerEstate Legal Plan, Inc. Living Trusts and Wills. Referals. Approx 2 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-30 |
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