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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| NM | RA | APPROVED | 2024-02-21 |
| IN | RA | APPROVED | 2019-09-12 |
| OH | RA | APPROVED | 2019-09-12 |
| UT | RA | APPROVED | 2018-01-03 |
| GA | RA | APPROVED | 2016-08-02 |
| MI | RA | APPROVED | 2016-08-01 |
| MO | RA | APPROVED | 2016-08-01 |
| TX | RA | APPROVED_RES | 2016-07-29 |
| NE | RA | APPROVED | 2016-07-28 |
| RI | RA | APPROVED | 2016-07-28 |
| CO | RA | APPROVED | 2001-03-08 |
Branch Locations
125 S. Howes Street 6B, Fort Collins, CO 80521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Fort Collins | CO | 06/1999 | Present |
1. CORPORATE REGISTERED INVESTMENT ADVISOR OSAIC WEALTH, INVESTMENT RELATED,ONE WORLD FINANCIAL CENTER, 15TH FLOOR NEW YORK, NY 10281, STATUTORY AGENT, STARTED 08/1999, 15 HOURS PER MONTH, 3 HOURS DURING SECURITIES TRADING HOURS, SOLICIT FOR 3RD PARTY INVESTMENT ADVISOR, LORING WARD. 2. P, BRIDGER PARSONS POSITION: Owner NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 08/01/1999 ADDRESS: 227 S Howes Street, Fort Collins CO 80521, United States DESCRIPTION: Entity used for tax purposes only 3. OLD TOWN WEALTH ADVISORS POSITION: Owner - NATURE: Other - A name only DBA in place to conduct business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 06/01/2008 ADDRESS: 125 S Howes Street, Fort Collins, CO 80521, 6B, Fort Collins CO 80521, United States DESCRIPTION: Principal and Registered Rep
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-26 |
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