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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Finanical, Llc | Thousand Oaks | CA | 02/2004 | 07/2022 |
| Fsc Securities Corporation | Senoia | GA | 07/2022 | 11/2023 |
| Osaic Wealth, Inc. | Senoia | GA | 11/2023 | Present |
1. 02/26/2009: No Business Name - NON-VARIABLE INSURANCE - INV REL - At Reported Business Location(s) - Selling fixed insurance - 1% Time Spent 2. LIFE AND LYRIC MINISTRIES POSITION: COUNSELOR NATURE: BIBLICAL COUNSELING FOR MARRIAGES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2021 ADDRESS: 1120 Dead Oak Road, Senoia GA 30276, United States DESCRIPTION: i COUNSEL MARRIAGES 3. JEAN-PAUL CHENETTE POSITION: Broker NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/03/2010 ADDRESS: 1120 Dead Oak Road, Senoia GA 30276, United States DESCRIPTION: Provide life insurance 4. MARATHON CONSULTING GROUP INC. POSITION: CEO / PRESIDENT NATURE: CORPORATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2009 ADDRESS: 1120 Dead Oak Road, Senoia GA 30276, United States DESCRIPTION: I Just us this corporation for my personal taxes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-25 |
Reach out to this advisor