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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-04 |
| CT | RA | APPROVED | 2013-11-26 |
Branch Locations
538 Preston Avenue, Meriden, CT 06450-4858 • UNITED STATES
538 Preston Avenue, Meriden, CT 06450-4858 • United States
538 Preston Avenue, Meriden, CT 06450-4858 • United States
400 Ocean Trail #408, Jupitor, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Meriden | CT | 11/2013 | Present |
1.)RALPH GIANSANTI, HEALTH INSURANCE AGENT. 2.)RAY OF HOPE FOUNDATION,PLACE COMPUTER ROOMS IN SCHOOLS WITHIN INNER CITY,NOT INVESTMENT RELATED,BOARD MEMBER. 3.) Mass Mutual. yes, investment related. Life insurance, term whole life. Starting August 2021. Approx 2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-02-26 |
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