| Entity Name: | OSAIC WEALTH, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 27 Jun 1989 |
| Business ALEI: | 0236668 |
| Annual report due: | 27 Jun 2025 |
| NAICS code: | 524210 - Insurance Agencies and Brokerages |
| Business address: | 30 UNION STREET, ELEZABETH, NJ, 07202, United States |
| Mailing address: | 30 UNION STREET, ELIZABETH, NJ, United States, 07202 |
| Place of Formation: | DELAWARE |
| E-Mail: | Compliancemail@cscinfo.com |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Nina McKenna | Officer | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States |
| Gregory Cornick | Officer | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States |
| David Schmidt | Officer | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Matthew Schlueter | Director | 10 EXCHANGE PLACE SUITE 1410, JERSEY CITY, NJ, 07302, United States | 10 EXCHANGE PLACE SUITE 1410, JERSEY CITY, NJ, 07302, United States |
| Gregory Cornick | Director | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States |
| Erinn Ford | Director | Suite 2801 2001 6th Ave, Seattle, WA, 98121, United States | Suite 2801 2001 6th Ave, Seattle, WA, 98121, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | ROYAL ALLIANCE ASSOCIATES, INC. | OSAIC WELATH, INC. | 2023-07-24 |
| Name change | PACIFIC ALLIANCE SECURITIES CORPORATION | ROYAL ALLIANCE ASSOCIATES, INC. | 1990-01-18 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012756447 | 2024-09-04 | 2024-09-04 | Change of Business Address | Business Address Change | No data |
| BF-0012268998 | 2024-06-26 | No data | Annual Report | Annual Report | No data |
| BF-0011895656 | 2023-07-24 | 2023-07-24 | Amendment | Amended Certificate of Authority | No data |
| BF-0011386558 | 2023-06-01 | No data | Annual Report | Annual Report | No data |
| BF-0010248944 | 2022-06-21 | No data | Annual Report | Annual Report | 2022 |
| BF-0010453042 | 2022-01-14 | 2022-01-14 | Mass Agent Change � Address | Agent Address Change | No data |
| BF-0009754715 | 2021-06-29 | No data | Annual Report | Annual Report | No data |
| 0006943532 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006950703 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006917812 | 2020-06-04 | No data | Annual Report | Annual Report | 2020 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
