Individual Firm
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BRIAN DAVID WRIGHT
CRD#: 4482649
IA
B
OSAIC WEALTH, INC.CRD#: 23131 4400 Marsh Landing Blvd
Suite 101
Ponte Vedra Beach, FL 32082
Suite 101
Ponte Vedra Beach, FL 32082
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10/18/2016
Customer Dispute
Denied
3/4/2008
Customer Dispute
Denied
State Registrations
B
California 10/11/2024
B
Mississippi 3/13/2025
B
Connecticut 10/11/2024
B
Montana 10/11/2024
IA
Connecticut 10/11/2024
B
North Carolina 10/11/2024
B
Florida 10/11/2024
IA
North Carolina 10/11/2024
IA
Florida 10/11/2024
B
Oregon 10/11/2024
B
Georgia 10/11/2024
IA
Oregon 10/11/2024
IA
Georgia 10/11/2024
B
South Carolina 10/11/2024
B
Idaho 10/11/2024
IA
South Carolina 10/11/2024
B
Indiana 10/11/2024
B
Washington 10/11/2024
B
Maryland 10/11/2024
SRO Registrations
B
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IA
Registered with this firm since 10/11/2024
B
Registered with this firm since 10/11/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/29/2014 - 10/11/2024 | HOLBROOK, NY | |
B | 07/22/2014 - 10/11/2024 | Ponte Vedra Beach, FL | |
IA | 04/30/2002 - 07/24/2014 | JACKSONVILLE, FL | |
B | 03/08/2002 - 07/24/2014 | JACKSONVILLE, FL |
Ponte Vedra Beach, FL
07/22/2014 - 10/11/2024
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.