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Detailed Report
PHILLIP BRIDGER PARSONS
CRD#: 3238755
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 125 S. HOWES STREET
6B
FORT COLLINS, CO 80521
Registration History
20002002200420062008201020122014201620182020202220242026IAOSAIC WEALTH, INC. (CRD# 23131)2001 - Present (24 years)BOSAIC WEALTH, INC. (CRD# 23131)1999 - Present (25 years)IAFINANCIAL DESIGN & MANAGEMENT,... (CRD# 113387)2000 - 2008 (8 years)
License(s)

State Registrations

B
Arizona 4/18/2008
B
Montana 4/3/2013
B
California 3/24/2000
B
Nebraska 4/21/2011
B
Colorado 7/7/1999
IA
Nebraska 7/28/2016
IA
Colorado 3/8/2001
B
New Hampshire 5/18/2010
B
Florida 8/30/2010
B
New Mexico 8/4/2022
IA
Florida 9/25/2024
IA
New Mexico 2/21/2024
B
Georgia 2/24/2005
B
North Carolina 4/26/2011
IA
Georgia 8/2/2016
B
Ohio 9/12/2019
B
Idaho 1/12/2022
IA
Ohio 9/12/2019
B
Illinois 4/22/2008
B
Oregon 1/4/2018
B
Indiana 4/18/2008
B
Rhode Island 4/3/2014
IA
Indiana 9/12/2019
IA
Rhode Island 7/28/2016
B
Iowa 1/4/2018
B
South Carolina 7/24/2023
B
Kansas 2/12/2009
B
South Dakota 9/6/2016
B
Kentucky 8/4/2022
B
Tennessee 9/11/2019
B
Maine 4/4/2025
B
Texas 4/21/2011
B
Maryland 6/24/2019
IA
Texas 7/29/2016
B
Massachusetts 4/18/2008
B
Utah 1/2/2018
B
Michigan 7/8/2003
IA
Utah 1/3/2018
IA
Michigan 8/1/2016
B
Vermont 3/7/2022
B
Minnesota 10/17/2012
B
Washington 6/13/2007
B
Missouri 2/12/2009
B
Wisconsin 6/9/2015
IA
Missouri 8/1/2016
B
Wyoming 4/24/2000

SRO Registrations

B
 FINRA

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
125 S. HOWES STREET 6B, FORT COLLINS, CO 80521
Registered with this firm since 3/8/2001
B
OSAIC WEALTH, INC. (CRD#:23131)
125 S. HOWES STREET 6B, FORT COLLINS, CO 80521
Registered with this firm since 7/7/1999
Previous Registration(s)
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IA
 12/15/2000 - 12/03/2008 FINANCIAL DESIGN & MANAGEMENT, INC. (CRD#:113387) FORT COLLINS, CO
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.