Broker Check

Osaic Wealth

Securities America has adopted a brand new name: Osaic Wealth

  • Securities America, the firm I use to support my business operations, announced last June that their parent company (formerly Advisor Group) adopted the new brand and name of Osaic.
  • The name change represents Osaic’s mission to transform wealth management in a lasting way, guided by the belief that as your Financial Professional, I can have a powerful impact on your life and those of your family and future generations.
  • Securities America will transition to Osaic (Osaic Wealth, Inc.) in June of this year.
  • You may notice the new name and logo on materials from the firm, but otherwise, you will not experience any changes.
  • Systems and forms are being updated to reflect this new name, but you may continue to see the Securities America or Advisor Group name until that is completed.
  • Osaic will provide you with an official notification of the upcoming change, but there will be no action required of you as a result of the notification.
  • Though you will notice minor changes as part of this evolution, my commitment to you and your financial goals remains stronger than ever. This change will not impact the way we work together, and I’ll continue to manage your accounts in the same way as today.