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Detailed Report
JAMIE ALLEN OGOLIN
JAMIE OGOLIN
CRD#: 6369664
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 2404 MAIN ST
MILES CITY, MT 59301
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2017 - 2024 (6 years)2 FIRMS2024 - Present (<1 year)BINVESTMENT CENTERS OF AMERICA,... (CRD# 16443)2014 - 2017 (2 years)IAINVESTMENT CENTERS OF AMERICA,... (CRD# 16443)2015 - 2017 (2 years)
License(s)

State Registrations

B
Arizona 10/25/2024
B
North Dakota 6/14/2024
B
Montana 6/14/2024
B
South Dakota 6/14/2024
IA
Montana 6/14/2024
B
Washington 6/14/2024
B
Nebraska 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)
2404 MAIN ST, MILES CITY, MT 59301
Registered with this firm since 6/14/2024
B
OSAIC WEALTH, INC. (CRD#:23131)
2404 MAIN ST, MILES CITY, MT 59301
Registered with this firm since 6/14/2024
Previous Registration(s)
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IA
 10/24/2017 - 06/14/2024 SECURITIES AMERICA ADVISORS, INC. (CRD#:110518) MILES CITY, MT
B
 10/23/2017 - 06/14/2024 SECURITIES AMERICA, INC. (CRD#:10205) MILES CITY, MT
IA
 02/24/2015 - 10/23/2017 INVESTMENT CENTERS OF AMERICA, INC. (CRD#:16443) MILES CITY, MT
B
 11/03/2014 - 10/23/2017 INVESTMENT CENTERS OF AMERICA, INC. (CRD#:16443) MILES CITY, MT
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.