Osaic, Inc.

Phoenix, AZ

Florida

Registered In

03/16/2016

Incorp. Date

Foreign

Registration Type

Maryland

Foreign Jurisdiction

Company Summary

Osaic, Inc. at 20 E Thomas Rd, Phoenix, Az 85012 lists Price Jamie and Cornick Greg of Phoenix, AZ as associates.

Overview

Registered In

Florida

Incorporation Date

03/16/2016

Company Type

Foreign Profit

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Maryland

EIN

86-0623854

Email

*************@cscinfo.com

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People

Corporation Service Company Registered Agent	1201 HAYS ST, TALLAHASSEE, FL 32301
Price Jamie President	20 E THOMAS RD, PHOENIX, AZ 85012
Cornick Greg Dire	20 E THOMAS RD, PHOENIX, AZ 85012
Schlueter Matthew Dire	2300 WINDY RIDGE PKWY, ATLANTA, GA 30339
Frojen Jon Dire	20 E THOMAS RD, PHOENIX, AZ 85012
Mckenna Nina Secretary	20 E THOMAS RD, PHOENIX, AZ 85012
Schmidt David Treasurer	20 E THOMAS RD, PHOENIX, AZ 85012

Map & Locations

20 E THOMAS RD, PHOENIX, AZ 85012 View Map

Financials

Financial Information for Osaic, Inc.

Form 5500

OSAIC INC.

20 E. Thomas Rd., Suite 2000, Phoenix, Az 85012 (602) 744-3294 EIN:86-0623854 Plan Admin:Jeffrey Green

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameOSAIC, INC. HEALTH AND WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY2,466 / 0 Assets BOY/EOY$0 / $0	2023	OSAIC, INC. HEALTH AND WELFARE BENEFIT PLAN - Plan #501	2,466 / 0	$0 / $0
2022	Plan NameADVISOR GROUP INC. PROFIT SHARING & 401(K) PLAN Plan #001 Participants BOY/EOY2,467 / 2,940 Assets BOY/EOY$234,490,940 / $212,838,118	2022	ADVISOR GROUP INC. PROFIT SHARING & 401(K) PLAN - Plan #001	2,467 / 2,940	$234,490,940 / $212,838,118
2022	Plan NameADVISOR GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY2,057 / 0 Assets BOY/EOY$0 / $0	2022	ADVISOR GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN - Plan #501	2,057 / 0	$0 / $0
2021	Plan NameADVISOR GROUP INC. PROFIT SHARING & 401(K) PLAN Plan #001 Participants BOY/EOY2,525 / 2,467 Assets BOY/EOY$198,207,228 / $234,490,940	2021	ADVISOR GROUP INC. PROFIT SHARING & 401(K) PLAN - Plan #001	2,525 / 2,467	$198,207,228 / $234,490,940
2021	Plan NameADVISOR GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY2,245 / 0 Assets BOY/EOY$0 / $0	2021	ADVISOR GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN - Plan #501	2,245 / 0	$0 / $0
2020	Plan NameADVISOR GROUP INC. PROFIT SHARING & 401(K) PLAN Plan #001 Participants BOY/EOY1,239 / 2,525 Assets BOY/EOY$99,152,357 / $198,207,228	2020	ADVISOR GROUP INC. PROFIT SHARING & 401(K) PLAN - Plan #001	1,239 / 2,525	$99,152,357 / $198,207,228
2020	Plan NameADVISOR GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY1,004 / 0 Assets BOY/EOY$0 / $0	2020	ADVISOR GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN - Plan #501	1,004 / 0	$0 / $0
2019	Plan NameADVISOR GROUP INC. PROFIT SHARING & 401(K) PLAN Plan #001 Participants BOY/EOY1,049 / 1,239 Assets BOY/EOY$76,361,452 / $99,152,357	2019	ADVISOR GROUP INC. PROFIT SHARING & 401(K) PLAN - Plan #001	1,049 / 1,239	$76,361,452 / $99,152,357
2019	Plan NameADVISOR GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY863 / 0 Assets BOY/EOY$0 / $0	2019	ADVISOR GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN - Plan #501	863 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

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Address Match:20 E Thomas Rd Phoenix, AZ

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Osaic Ria, Inc. Registered in North Carolina	Phoenix, AZ Raleigh, NC	View Report
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Viq Solutions, Inc. Registered in Alabama	Dothan, AL Phoenix, AZ	View Report
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Osaic, Inc. Registered in Missouri	Phoenix, AZ	View Report
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Related Business Names:

Osaic, Inc. Registered in Michigan	Phoenix, AZ	View Report
Osaic, Inc. Registered in New York	Phoenix, AZ	View Report
Osaic, Inc. Registered in Iowa	Des Moines, IA	View Report
Osaic, Inc. Registered in New Jersey		View Report
Osaic, Inc. Registered in Ohio	New York, NY Upper Arlington, OH (1 more)	View Report
Osaic, Inc. Registered in North Dakota	Bismarck, ND Phoenix, AZ	View Report
Osaic, Inc. Registered in Virginia	Phoenix, AZ	View Report
Osaic, Inc. Registered in Connecticut	Phoenix, AZ	View Report
Osaic, Inc. Registered in Vermont	Barre, VT Phoenix, AZ	View Report
Osaic, Inc. Registered in Washington	Phoenix, AZ	View Report
Osaic, Inc. Registered in Idaho	New York, NY Phoenix, AZ	View Report
Osaic, Inc. Registered in Connecticut	Connecticut	View Report
Osaic, Inc. Registered in Colorado	Littleton, CO Phoenix, AZ	View Report
Osaic, Inc. Registered in Alaska	Phoenix, AZ	View Report
Osaic, Inc. Registered in Mississippi	Phoenix, AZ	View Report
Osaic, Inc. Registered in Oklahoma	Oklahoma City, OK Phoenix, AZ (1 more)	View Report
Osaic, Inc. Registered in Wisconsin	Madison, WI	View Report
Osaic, Inc. Registered in North Carolina	Phoenix, AZ	View Report

Person/City Match:Price Jamie - Phoenix, AZ

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Osaic Financial Services, Inc. Registered in Florida	Phoenix, AZ Miami, FL	View Report
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Triad Insurance, Inc. Registered in Florida	Norcross, GA Phoenix, AZ	View Report
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Person/City Match:Cornick Greg - Phoenix, AZ

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Person/City Match:Schlueter Matthew - Atlanta, GA

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Person/City Match:Frojen Jon - Phoenix, AZ

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Ladenburg Thalmann & Co. Inc. Registered in California	New York, NY Phoenix, AZ (1 more)	View Report
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Person/City Match:Mckenna Nina - Phoenix, AZ

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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor

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