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Detailed Report
LISA RAE LABOO
LISA RAE BLEDSOE
CRD#: 2331187
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 1804 E ORANGE AVE
EUSTIS, FL 32726
Registration History
19952000200520102015202020252 FIRMS2024 - Present (<1 year)BSECURITIES AMERICA, INC. (CRD# 10205)2014 - 2024 (9 years)BSUNSET FINANCIAL SERVICES, INC. (CRD# 3538)2000 - 2014 (14 years)BNATIONWIDE INVESTMENT SERVICES... (CRD# 7110)1996 - 2000 (3 years)BNATIONWIDE ADVISORY SERVICES, INC. (CRD# 11173)1993 - 1996 (3 years)IASECURITIES AMERICA ADVISORS, INC. (CRD# 110518)2019 - 2024 (5 years)IASUNSET FINANCIAL SERVICES, INC. (CRD# 3538)2000 - 2003 (3 years)
License(s)

State Registrations

B
Alabama 6/14/2024
B
New Jersey 6/14/2024
B
Delaware 6/14/2024
B
New York 6/14/2024
B
District of Columbia 6/14/2024
B
North Carolina 6/14/2024
B
Florida 6/14/2024
B
South Carolina 6/14/2024
IA
Florida 6/14/2024
B
Tennessee 6/14/2024
B
Georgia 6/14/2024
B
Texas 6/14/2024
B
Louisiana 6/14/2024
B
Virginia 6/14/2024
B
Maryland 6/14/2024
B
Washington 6/14/2024
B
Michigan 6/14/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
1804 E ORANGE AVE, EUSTIS, FL 32726
Registered with this firm since 6/14/2024
B
OSAIC WEALTH, INC. (CRD#:23131)
1804 E ORANGE AVE, EUSTIS, FL 32726
Registered with this firm since 6/14/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 05/03/2019 - 06/14/2024 SECURITIES AMERICA ADVISORS, INC. (CRD#:110518) EUSTIS, FL
B
 11/14/2014 - 06/14/2024 SECURITIES AMERICA, INC. (CRD#:10205) EUSTIS, FL
B
 04/04/2000 - 11/14/2014 SUNSET FINANCIAL SERVICES, INC. (CRD#:3538) EUSTIS, FL
IA
 04/04/2000 - 12/31/2003 SUNSET FINANCIAL SERVICES, INC. (CRD#:3538) EUSTIS, FL
B
 07/01/1996 - 04/04/2000 NATIONWIDE INVESTMENT SERVICES CORPORATION (CRD#:7110) COLUMBUS, OH
B
 04/05/1993 - 07/01/1996 NATIONWIDE ADVISORY SERVICES, INC. (CRD#:11173) COLUMBUS, OH
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.