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Corporation · Connecticut registry

OSAIC, INC.

Inc. in Location not reported, Connecticut · Document #1201003 · Active

Record reference date: October 18, 2026

Details may be incomplete or outdated. “Not reported” means a usable value is unavailable.

About this record

OSAIC, INC. is an active Connecticut stock corporation filed on March 18, 2016 (document 1201003). Its registered agent is CORPORATION SERVICE COMPANY.

Registration details

Status
ActiveRecord reference date: October 18, 2026
Entity type
Stock Corporation
Filed
March 18, 2016Reported filing date
Document number
1201003
Registration jurisdiction
Connecticut
Principal city + ZIP
Connecticut registry 85255
Home state
Maryland
Industry (NAICS)
Miscellaneous Financial Investment Activities (523999) · null
Address
18700 N. HAYDEN RD., SUITE 255, SCOTTSDALE, AZ, 85255

Registered agent and officers

Names and roles are reported on filings; matching names do not establish identity or ownership.

Officer;Director
Jamie Price
Director
Greg Cornick
Director
Kristy Britt

What this status means / annual report due date

Connecticut reports an active registration. This does not by itself establish good standing, licensing, ownership or that the business is currently trading.

Connecticut LLC annual reports are filed January 1 through March 31, starting in the year after registration. Other entity types can have different reporting schedules.

Additional business details

View historical details and available fields

Historical values may differ from the registration summary.

Record reference date: 2026-11-02

Directory details

Names

Legal
OSAIC, INC.
Home Jurisdiction
OSAIC, INC.

Entity

Type
Stock

Registration

Status
Active
Number
1201003
Citizenship
Foreign
Home Country
US
Formation Place
MD
Home Jurisdiction
MD

Dates

Annual Report Due
2027-03-18
Began Transacting
2016-03-18
Registration
2016-03-18

Addresses

Business · Street 1
18700 N. HAYDEN RD., SUITE 255
Business · City
Scottsdale
Business · Country
US
Business · Postal Code
85255
Business · Region
AZ
Mailing · Text
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

Contacts

Business Email
Compliancemail@cscinfo.com

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Miscellaneous Financial Investment Activities (523999)
Naics Sub Code
523120

Additional reported values

Other reported details

Id
001t000000Wo09UAAR
Business Type
Stock
Status
Active
Account Number
1201003
Annual Report Due Date
03/18/2027
Began Transacting in CT
03/18/2016
Citizenship
Foreign
Date Registration
03/18/2016
Formation Place
MD
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-11-02 00:17:53.9700000

Names and reported roles

Name
OSAIC, INC.
Business Name in state country
OSAIC, INC.

Addresses and locations

Business Street
18700 N. HAYDEN RD., SUITE 255
Business City
SCOTTSDALE
Business Country
United States
Business ZIP
85255
Business State
AZ
Country Formation
United States
State or Territory Formation
MD

Mailing information

Business Email Address
Compliancemail@cscinfo.com
Mailing Address
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Miscellaneous Financial Investment Activities (523999)
NAICS Sub Code
523120

Record reference date: 2026-10-24

Directory details

Names

Legal
OSAIC, INC.
Home Jurisdiction
OSAIC, INC.

Entity

Type
Stock

Registration

Status
Active
Number
1201003
Citizenship
Foreign
Home Country
US
Formation Place
MD
Home Jurisdiction
MD

Dates

Annual Report Due
2027-03-18
Began Transacting
2016-03-18
Registration
2016-03-18

Addresses

Business · Street 1
18700 N. HAYDEN RD., SUITE 255
Business · City
Scottsdale
Business · Country
US
Business · Postal Code
85255
Business · Region
AZ
Mailing · Text
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

Contacts

Business Email
Compliancemail@cscinfo.com

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Miscellaneous Financial Investment Activities (523999)
Naics Sub Code
523120

Additional reported values

Other reported details

Id
001t000000Wo09UAAR
Business Type
Stock
Status
Active
Account Number
1201003
Annual Report Due Date
03/18/2027
Began Transacting in CT
03/18/2016
Citizenship
Foreign
Date Registration
03/18/2016
Formation Place
MD
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-24 00:17:40.9666667

Names and reported roles

Name
OSAIC, INC.
Business Name in state country
OSAIC, INC.

Addresses and locations

Business Street
18700 N. HAYDEN RD., SUITE 255
Business City
SCOTTSDALE
Business Country
United States
Business ZIP
85255
Business State
AZ
Country Formation
United States
State or Territory Formation
MD

Mailing information

Business Email Address
Compliancemail@cscinfo.com
Mailing Address
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Miscellaneous Financial Investment Activities (523999)
NAICS Sub Code
523120

Record reference date: 2026-10-23

Directory details

Names

Legal
OSAIC, INC.
Home Jurisdiction
OSAIC, INC.

Entity

Type
Stock

Registration

Status
Active
Number
1201003
Citizenship
Foreign
Home Country
US
Formation Place
MD
Home Jurisdiction
MD

Dates

Annual Report Due
2027-03-18
Began Transacting
2016-03-18
Registration
2016-03-18

Addresses

Business · Street 1
18700 N. HAYDEN RD., SUITE 255
Business · City
Scottsdale
Business · Country
US
Business · Postal Code
85255
Business · Region
AZ
Mailing · Text
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

Contacts

Business Email
Compliancemail@cscinfo.com

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Miscellaneous Financial Investment Activities (523999)
Naics Sub Code
523120

Additional reported values

Other reported details

Id
001t000000Wo09UAAR
Business Type
Stock
Status
Active
Account Number
1201003
Annual Report Due Date
03/18/2027
Began Transacting in CT
03/18/2016
Citizenship
Foreign
Date Registration
03/18/2016
Formation Place
MD
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-23 00:17:38.4166667

Names and reported roles

Name
OSAIC, INC.
Business Name in state country
OSAIC, INC.

Addresses and locations

Business Street
18700 N. HAYDEN RD., SUITE 255
Business City
SCOTTSDALE
Business Country
United States
Business ZIP
85255
Business State
AZ
Country Formation
United States
State or Territory Formation
MD

Mailing information

Business Email Address
Compliancemail@cscinfo.com
Mailing Address
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Miscellaneous Financial Investment Activities (523999)
NAICS Sub Code
523120

Record reference date: 2026-10-22

Directory details

Names

Legal
OSAIC, INC.
Home Jurisdiction
OSAIC, INC.

Entity

Type
Stock

Registration

Status
Active
Number
1201003
Citizenship
Foreign
Home Country
US
Formation Place
MD
Home Jurisdiction
MD

Dates

Annual Report Due
2027-03-18
Began Transacting
2016-03-18
Registration
2016-03-18

Addresses

Business · Street 1
18700 N. HAYDEN RD., SUITE 255
Business · City
Scottsdale
Business · Country
US
Business · Postal Code
85255
Business · Region
AZ
Mailing · Text
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

Contacts

Business Email
Compliancemail@cscinfo.com

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Miscellaneous Financial Investment Activities (523999)
Naics Sub Code
523120

Additional reported values

Other reported details

Id
001t000000Wo09UAAR
Business Type
Stock
Status
Active
Account Number
1201003
Annual Report Due Date
03/18/2027
Began Transacting in CT
03/18/2016
Citizenship
Foreign
Date Registration
03/18/2016
Formation Place
MD
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-22 00:18:20.0833333

Names and reported roles

Name
OSAIC, INC.
Business Name in state country
OSAIC, INC.

Addresses and locations

Business Street
18700 N. HAYDEN RD., SUITE 255
Business City
SCOTTSDALE
Business Country
United States
Business ZIP
85255
Business State
AZ
Country Formation
United States
State or Territory Formation
MD

Mailing information

Business Email Address
Compliancemail@cscinfo.com
Mailing Address
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Miscellaneous Financial Investment Activities (523999)
NAICS Sub Code
523120

Record reference date: 2026-10-21

Directory details

Names

Legal
OSAIC, INC.
Home Jurisdiction
OSAIC, INC.

Entity

Type
Stock

Registration

Status
Active
Number
1201003
Citizenship
Foreign
Home Country
US
Formation Place
MD
Home Jurisdiction
MD

Dates

Annual Report Due
2027-03-18
Began Transacting
2016-03-18
Registration
2016-03-18

Addresses

Business · Street 1
18700 N. HAYDEN RD., SUITE 255
Business · City
Scottsdale
Business · Country
US
Business · Postal Code
85255
Business · Region
AZ
Mailing · Text
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

Contacts

Business Email
Compliancemail@cscinfo.com

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Miscellaneous Financial Investment Activities (523999)
Naics Sub Code
523120

Additional reported values

Other reported details

Id
001t000000Wo09UAAR
Business Type
Stock
Status
Active
Account Number
1201003
Annual Report Due Date
03/18/2027
Began Transacting in CT
03/18/2016
Citizenship
Foreign
Date Registration
03/18/2016
Formation Place
MD
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-21 00:18:09.8466667

Names and reported roles

Name
OSAIC, INC.
Business Name in state country
OSAIC, INC.

Addresses and locations

Business Street
18700 N. HAYDEN RD., SUITE 255
Business City
SCOTTSDALE
Business Country
United States
Business ZIP
85255
Business State
AZ
Country Formation
United States
State or Territory Formation
MD

Mailing information

Business Email Address
Compliancemail@cscinfo.com
Mailing Address
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Miscellaneous Financial Investment Activities (523999)
NAICS Sub Code
523120

Record reference date: 2026-10-20

Directory details

Names

Legal
OSAIC, INC.
Home Jurisdiction
OSAIC, INC.

Entity

Type
Stock

Registration

Status
Active
Number
1201003
Citizenship
Foreign
Home Country
US
Formation Place
MD
Home Jurisdiction
MD

Dates

Annual Report Due
2027-03-18
Began Transacting
2016-03-18
Registration
2016-03-18

Addresses

Business · Street 1
18700 N. HAYDEN RD., SUITE 255
Business · City
Scottsdale
Business · Country
US
Business · Postal Code
85255
Business · Region
AZ
Mailing · Text
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

Contacts

Business Email
Compliancemail@cscinfo.com

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Miscellaneous Financial Investment Activities (523999)
Naics Sub Code
523120

Additional reported values

Other reported details

Id
001t000000Wo09UAAR
Business Type
Stock
Status
Active
Account Number
1201003
Annual Report Due Date
03/18/2027
Began Transacting in CT
03/18/2016
Citizenship
Foreign
Date Registration
03/18/2016
Formation Place
MD
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-20 00:18:11.6933333

Names and reported roles

Name
OSAIC, INC.
Business Name in state country
OSAIC, INC.

Addresses and locations

Business Street
18700 N. HAYDEN RD., SUITE 255
Business City
SCOTTSDALE
Business Country
United States
Business ZIP
85255
Business State
AZ
Country Formation
United States
State or Territory Formation
MD

Mailing information

Business Email Address
Compliancemail@cscinfo.com
Mailing Address
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Miscellaneous Financial Investment Activities (523999)
NAICS Sub Code
523120

Record reference date: 2026-10-18

Directory details

Names

Legal
OSAIC, INC.
Home Jurisdiction
OSAIC, INC.

Entity

Type
Stock

Registration

Status
Active
Number
1201003
Citizenship
Foreign
Home Country
US
Formation Place
MD
Home Jurisdiction
MD

Dates

Annual Report Due
2027-03-18
Began Transacting
2016-03-18
Registration
2016-03-18

Addresses

Business · Street 1
18700 N. HAYDEN RD., SUITE 255
Business · City
Scottsdale
Business · Country
US
Business · Postal Code
85255
Business · Region
AZ
Mailing · Text
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

Contacts

Business Email
Compliancemail@cscinfo.com

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Miscellaneous Financial Investment Activities (523999)
Naics Sub Code
523120

Additional reported values

Other reported details

Id
001t000000Wo09UAAR
Business Type
Stock
Status
Active
Account Number
1201003
Annual Report Due Date
03/18/2027
Began Transacting in CT
03/18/2016
Citizenship
Foreign
Date Registration
03/18/2016
Formation Place
MD
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-18 00:19:00.7033333

Names and reported roles

Name
OSAIC, INC.
Business Name in state country
OSAIC, INC.

Addresses and locations

Business Street
18700 N. HAYDEN RD., SUITE 255
Business City
SCOTTSDALE
Business Country
United States
Business ZIP
85255
Business State
AZ
Country Formation
United States
State or Territory Formation
MD

Mailing information

Business Email Address
Compliancemail@cscinfo.com
Mailing Address
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Miscellaneous Financial Investment Activities (523999)
NAICS Sub Code
523120

Download directory record (JSON)

All retained directory fields

Other reported details

Id
14981153
Slug
osaic-inc-1201003
Entity type
Stock Corporation
Entity class
corp
Is foreign
1
Registry
CT
Doc number
1201003
Filed on
2016-03-18
Status
Active
Is active
1
Domicile
MD
Status known
1
Observed at
2026-10-18T19:49:17.610236+00:00

Addresses and locations

State
CT
City slug
location-not-reported
Address
18700 N. HAYDEN RD., SUITE 255, SCOTTSDALE, AZ, 85255
Zip
85255
Location state
AZ

Names and reported roles

Name
OSAIC, INC.
City name
Location not reported

Industry and classification

Naics code
Miscellaneous Financial Investment Activities (523999)

Additional Connecticut registry details

Linked through the registry’s business ID. Agents and principals are reported roles and do not establish beneficial ownership. Contact and residence addresses are labeled as reported.

Record reference date: 2026-10-18.

Registered and alternate business names

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Business names

Registered name
OSAIC, INC.
Name in home jurisdiction
OSAIC, INC.

Complete business master fields

Other reported details

Id
001t000000Wo09UAAR
Business Type
Stock
Status
Active
Account Number
1201003
Annual Report Due Date
03/18/2027
Began Transacting in CT
03/18/2016
Citizenship
Foreign
Date Registration
03/18/2016
Formation Place
MD
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-18 00:19:00.7033333

Names and reported roles

Name
OSAIC, INC.
Business Name in state country
OSAIC, INC.

Addresses and locations

Business Street
18700 N. HAYDEN RD., SUITE 255
Business City
SCOTTSDALE
Business Country
United States
Business ZIP
85255
Business State
AZ
Country Formation
United States
State or Territory Formation
MD

Mailing information

Business Email Address
Compliancemail@cscinfo.com
Mailing Address
18700 N. HAYDEN RD., SUITE 255 , ,SCOTTSDALE ,AZ ,US ,85255

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Miscellaneous Financial Investment Activities (523999)
NAICS Sub Code
523120

Registered agents (1)

Reported name and role

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Registered agents

Registered agent
CORPORATION SERVICE COMPANYFind records reporting this name →

Parsed registry details

Identifiers

Agent Alei
US-CT.BER:0251971

Parties

Reported · Source Type
Business
Reported · Name
CORPORATION SERVICE COMPANY

Contacts

Agent Phone
8009279801
Agent Email
Compliancemail@cscinfo.com

Addresses

Business · Text
Goodwin Square 225 Asylum Street, 20th Floor, Hartford, CT, 06103, United States
Business · Street 1
Goodwin Square 225 Asylum Street
Business · Street 2
20th Floor
Business · City
Hartford
Business · Region
CT
Business · Postal Code
06103
Business · Country
US

CORPORATION SERVICE COMPANY

Other reported details

Business ID
001t000000Wo09UAAR
Business ID
1201003
Reported type
Business
Record timestamp
2026-10-18 00:33:07.5500000

Registered agent information

Agent account alei
US-CT.BER:0251971
Registered agent phone
8009279801
Registered agent email
Compliancemail@cscinfo.com

Names and reported roles

Reported name
CORPORATION SERVICE COMPANY

Addresses and locations

Business address
Goodwin Square 225 Asylum Street, 20th Floor, Hartford, CT, 06103, United States
Business street address 1
Goodwin Square 225 Asylum Street
Business street address 2
20th Floor
Business city
Hartford
Business state
CT
Business zip code
06103
Business country
United States

Showing 1–1 of 1.

Principals (6)

Reported name and role

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Principals and members

Officer;Director
Jamie PriceFind records reporting this name →

Parsed registry details

Parties

Reported · Name
Jamie Price
Reported · Given Name
Jamie
Reported · Family Name
Price
Reported · Role
Officer;Director

Addresses

Business · Street 1
18700 N Hayden Rd Ste 255
Business · City
Scottsdale
Business · Region
AZ
Business · Postal Code
85255-6787
Business · Country
US
Residence · Text
18700 N Hayden Rd Ste 255, Scottsdale, AZ, 85255-6787, United States
Residence · Street 2
18700 N Hayden Rd Ste 255
Residence · City
Scottsdale
Residence · Region
AZ
Residence · Postal Code
85255-6787
Residence · Country
US

Jamie Price

Other reported details

Business ID
001t000000Wo09UAAR
Record timestamp
2026-10-18 00:39:41.4600000

Names and reported roles

Reported name
Jamie Price
Firstname
Jamie
Lastname
Price
Designation
Officer;Director

Addresses and locations

Business street address 1
18700 N Hayden Rd Ste 255
Business city
Scottsdale
Business state
AZ
Business zip code
85255-6787
Business country
United States

Reported residence addresses

Residence address
18700 N Hayden Rd Ste 255, Scottsdale, AZ, 85255-6787, United States
Residence street address 1
18700 N Hayden Rd Ste 255
Residence city
Scottsdale
Residence state
AZ
Residence zip code
85255-6787
Residence country
United States

Reported name and role

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Principals and members

Parsed registry details

Parties

Reported · Name
Saumya Bhavsar
Reported · Given Name
Saumya
Reported · Family Name
Bhavsar
Reported · Role
Officer

Addresses

Business · Street 1
18700 N. HAYDEN RD., SUITE 255
Business · City
Scottsdale
Business · Region
AZ
Business · Postal Code
85255
Business · Country
US
Residence · Text
18700 N Hayden Rd Ste 255, Scottsdale, AZ, 85255-6787, United States
Residence · Street 2
18700 N Hayden Rd Ste 255
Residence · City
Scottsdale
Residence · Region
AZ
Residence · Postal Code
85255-6787
Residence · Country
US

Saumya Bhavsar

Other reported details

Business ID
001t000000Wo09UAAR
Record timestamp
2026-10-18 00:40:27.4266667

Names and reported roles

Reported name
Saumya Bhavsar
Firstname
Saumya
Lastname
Bhavsar
Designation
Officer

Addresses and locations

Business street address 1
18700 N. HAYDEN RD., SUITE 255
Business city
SCOTTSDALE
Business state
AZ
Business zip code
85255
Business country
United States

Reported residence addresses

Residence address
18700 N Hayden Rd Ste 255, Scottsdale, AZ, 85255-6787, United States
Residence street address 1
18700 N Hayden Rd Ste 255
Residence city
Scottsdale
Residence state
AZ
Residence zip code
85255-6787
Residence country
United States

Reported name and role

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Principals and members

Director
Matthew SchlueterFind records reporting this name →

Parsed registry details

Parties

Reported · Name
Matthew Schlueter
Reported · Given Name
Matthew
Reported · Family Name
Schlueter
Reported · Role
Director

Addresses

Business · Street 1
2300 Windy Ridge Pkwy SE Ste 750
Business · City
Atlanta
Business · Region
GA
Business · Postal Code
30339-5157
Business · Country
US
Residence · Text
2300 Windy Ridge Pkwy SE Ste 750, Atlanta, GA, 30339-5157, United States
Residence · Street 2
2300 Windy Ridge Pkwy SE Ste 750
Residence · City
Atlanta
Residence · Region
GA
Residence · Postal Code
30339-5157
Residence · Country
US

Matthew Schlueter

Other reported details

Business ID
001t000000Wo09UAAR
Record timestamp
2026-10-18 00:39:41.4600000

Names and reported roles

Reported name
Matthew Schlueter
Firstname
Matthew
Lastname
Schlueter
Designation
Director

Addresses and locations

Business street address 1
2300 Windy Ridge Pkwy SE Ste 750
Business city
Atlanta
Business state
GA
Business zip code
30339-5157
Business country
United States

Reported residence addresses

Residence address
2300 Windy Ridge Pkwy SE Ste 750, Atlanta, GA, 30339-5157, United States
Residence street address 1
2300 Windy Ridge Pkwy SE Ste 750
Residence city
Atlanta
Residence state
GA
Residence zip code
30339-5157
Residence country
United States

Reported name and role

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Principals and members

Parsed registry details

Parties

Reported · Name
Chris Mitchell
Reported · Given Name
Chris
Reported · Family Name
Mitchell
Reported · Role
Officer

Addresses

Business · Street 1
18700 N. HAYDEN RD., SUITE 255
Business · City
Scottsdale
Business · Region
AZ
Business · Postal Code
85255
Business · Country
US
Residence · Text
18700 N Hayden Rd Ste 255, Scottsdale, AZ, 85255-6787, United States
Residence · Street 2
18700 N Hayden Rd Ste 255
Residence · City
Scottsdale
Residence · Region
AZ
Residence · Postal Code
85255-6787
Residence · Country
US

Chris Mitchell

Other reported details

Business ID
001t000000Wo09UAAR
Record timestamp
2026-10-18 00:40:27.4266667

Names and reported roles

Reported name
Chris Mitchell
Firstname
Chris
Lastname
Mitchell
Designation
Officer

Addresses and locations

Business street address 1
18700 N. HAYDEN RD., SUITE 255
Business city
SCOTTSDALE
Business state
AZ
Business zip code
85255
Business country
United States

Reported residence addresses

Residence address
18700 N Hayden Rd Ste 255, Scottsdale, AZ, 85255-6787, United States
Residence street address 1
18700 N Hayden Rd Ste 255
Residence city
Scottsdale
Residence state
AZ
Residence zip code
85255-6787
Residence country
United States

Reported name and role

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Principals and members

Parsed registry details

Parties

Reported · Name
Greg Cornick
Reported · Given Name
Greg
Reported · Family Name
Cornick
Reported · Role
Director

Addresses

Business · Street 1
18700 N Hayden Rd Ste 255
Business · City
Scottsdale
Business · Region
AZ
Business · Postal Code
85255-6787
Business · Country
US
Residence · Text
18700 N Hayden Rd Ste 255, Scottsdale, AZ, 85255-6787, United States
Residence · Street 2
18700 N Hayden Rd Ste 255
Residence · City
Scottsdale
Residence · Region
AZ
Residence · Postal Code
85255-6787
Residence · Country
US

Greg Cornick

Other reported details

Business ID
001t000000Wo09UAAR
Record timestamp
2026-10-18 00:40:27.4266667

Names and reported roles

Reported name
Greg Cornick
Firstname
Greg
Lastname
Cornick
Designation
Director

Addresses and locations

Business street address 1
18700 N Hayden Rd Ste 255
Business city
Scottsdale
Business state
AZ
Business zip code
85255-6787
Business country
United States

Reported residence addresses

Residence address
18700 N Hayden Rd Ste 255, Scottsdale, AZ, 85255-6787, United States
Residence street address 1
18700 N Hayden Rd Ste 255
Residence city
Scottsdale
Residence state
AZ
Residence zip code
85255-6787
Residence country
United States

Reported name and role

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Principals and members

Parsed registry details

Parties

Reported · Name
Kristy Britt
Reported · Given Name
Kristy
Reported · Family Name
Britt
Reported · Role
Director

Addresses

Business · Street 1
20 E THOMAS RD SUITE 2000
Business · City
Phoenix
Business · Region
AZ
Business · Postal Code
85012
Business · Country
US
Residence · Text
20 E THOMAS RDSUITE 2000, PHOENIX, AZ, 85012, United States
Residence · Street 2
20 E THOMAS RDSUITE 2000
Residence · City
Phoenix
Residence · Region
AZ
Residence · Postal Code
85012
Residence · Country
US

Kristy Britt

Other reported details

Business ID
001t000000Wo09UAAR
Record timestamp
2026-10-18 00:39:41.4600000

Names and reported roles

Reported name
Kristy Britt
Firstname
Kristy
Lastname
Britt
Designation
Director

Addresses and locations

Business street address 1
20 E THOMAS RD SUITE 2000
Business city
PHOENIX
Business state
AZ
Business zip code
85012
Business country
United States

Reported residence addresses

Residence address
20 E THOMAS RDSUITE 2000, PHOENIX, AZ, 85012, United States
Residence street address 1
20 E THOMAS RDSUITE 2000
Residence city
PHOENIX
Residence state
AZ
Residence zip code
85012
Residence country
United States

Showing 1–6 of 6.

Filing history (18)

Parsed registry details

Filing

Name
BF-0013882171
Source Type
Annual Report
Type
Annual Report
Physical Filing
No

Dates

Filing
2026-03-13

BF-0013882171 · 2026-03-13

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2026-03-13T00:00:00.000
Reported type
Annual Report
Filing type
Annual Report
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
BF-0013882171

Parsed registry details

Filing

Name
BF-0013366805
Source Type
Interim Notice
Type
Interim Notice
Physical Filing
No

Dates

Filing
2025-04-09
Effective
2025-04-09

BF-0013366805 · 2025-04-09

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2025-04-09T00:00:00.000
Effective date
2025-04-09T00:00:00.000
Reported type
Interim Notice
Filing type
Interim Notice
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
BF-0013366805

Parsed registry details

Filing

Name
BF-0013367127
Source Type
Change of Business Address
Type
Business Address Change
Physical Filing
No

Dates

Filing
2025-04-09
Effective
2025-04-09

BF-0013367127 · 2025-04-09

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2025-04-09T00:00:00.000
Effective date
2025-04-09T00:00:00.000
Reported type
Change of Business Address
Filing type
Business Address Change
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
BF-0013367127

Parsed registry details

Filing

Name
BF-0013058703
Source Type
Annual Report
Type
Annual Report
Physical Filing
No

Dates

Filing
2025-03-21

BF-0013058703 · 2025-03-21

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2025-03-21T00:00:00.000
Reported type
Annual Report
Filing type
Annual Report
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
BF-0013058703

Parsed registry details

Filing

Name
BF-0012422706
Source Type
Annual Report
Type
Annual Report
Physical Filing
No

Dates

Filing
2024-03-28

BF-0012422706 · 2024-03-28

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2024-03-28T00:00:00.000
Reported type
Annual Report
Filing type
Annual Report
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
BF-0012422706

Parsed registry details

Filing

Name
BF-0011957275
Source Type
Amendment
Type
Amended Certificate of Authority
Physical Filing
No

Dates

Filing
2023-09-01
Effective
2023-09-01

BF-0011957275 · 2023-09-01

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2023-09-01T00:00:00.000
Effective date
2023-09-01T00:00:00.000
Reported type
Amendment
Filing type
Amended Certificate of Authority
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
BF-0011957275

Parsed registry details

Filing

Name
BF-0011448820
Source Type
Annual Report
Type
Annual Report
Physical Filing
No

Dates

Filing
2023-03-20

BF-0011448820 · 2023-03-20

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2023-03-20T00:00:00.000
Reported type
Annual Report
Filing type
Annual Report
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
BF-0011448820

Parsed registry details

Filing

Name
BF-0010282930
Source Type
Annual Report
Type
Annual Report
Report Year
2022
Physical Filing
No

Dates

Filing
2022-03-29

BF-0010282930 · 2022-03-29

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2022-03-29T00:00:00.000
Reported type
Annual Report
Filing type
Annual Report
Report year
2022
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
BF-0010282930

Parsed registry details

Filing

Name
BF-0010455129
Source Type
Mass Agent Change � Address
Type
Agent Address Change
Physical Filing
No

Dates

Filing
2022-01-14
Effective
2022-01-14

BF-0010455129 · 2022-01-14

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2022-01-14T00:00:00.000
Effective date
2022-01-14T00:00:00.000
Reported type
Mass Agent Change � Address
Filing type
Agent Address Change
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
BF-0010455129

Parsed registry details

Filing

Name
0007273461
Source Type
Annual Report
Type
Annual Report
Report Year
2021
Volume
816
Volume Type
A
Page Count
5
Start Page
948
Physical Filing
No

Dates

Filing
2021-03-31

0007273461 · 2021-03-31

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2021-03-31T00:00:00.000
Reported type
Annual Report
Filing type
Annual Report
Report year
2021
Volume
816
Volume type
A
Pages
5
Start page
948
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
0007273461

Parsed registry details

Filing

Name
0006950703
Source Type
Change of Agent Address
Type
Agent Address Change
Physical Filing
Yes

Dates

Filing
2020-07-06
Effective
2020-07-06

0006950703 · 2020-07-06

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2020-07-06T00:00:00.000
Effective date
2020-07-06T00:00:00.000
Reported type
Change of Agent Address
Filing type
Agent Address Change
Physical filing
true
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
0006950703

Parsed registry details

Filing

Name
0006943532
Source Type
Change of Agent Address
Type
Agent Address Change
Physical Filing
Yes

Dates

Filing
2020-07-06
Effective
2020-07-06

0006943532 · 2020-07-06

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2020-07-06T00:00:00.000
Effective date
2020-07-06T00:00:00.000
Reported type
Change of Agent Address
Filing type
Agent Address Change
Physical filing
true
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
0006943532

Parsed registry details

Filing

Name
0006759007
Source Type
Annual Report
Type
Annual Report
Report Year
2020
Volume
333
Volume Type
A
Page Count
4
Start Page
2276
Physical Filing
No

Dates

Filing
2020-02-17

0006759007 · 2020-02-17

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2020-02-17T00:00:00.000
Reported type
Annual Report
Filing type
Annual Report
Report year
2020
Volume
333
Volume type
A
Pages
4
Start page
2276
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
0006759007

Parsed registry details

Filing

Name
0006418043
Source Type
Annual Report
Type
Annual Report
Report Year
2019
Volume
115
Volume Type
A
Page Count
4
Start Page
382
Physical Filing
No

Dates

Filing
2019-03-01

0006418043 · 2019-03-01

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2019-03-01T00:00:00.000
Reported type
Annual Report
Filing type
Annual Report
Report year
2019
Volume
115
Volume type
A
Pages
4
Start page
382
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
0006418043

Parsed registry details

Filing

Name
0006126080
Source Type
Annual Report
Type
Annual Report
Report Year
2018
Volume
2507
Volume Type
B
Page Count
4
Start Page
367
Physical Filing
No

Dates

Filing
2018-03-16

0006126080 · 2018-03-16

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2018-03-16T00:00:00.000
Reported type
Annual Report
Filing type
Annual Report
Report year
2018
Volume
2507
Volume type
B
Pages
4
Start page
367
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
0006126080

Parsed registry details

Filing

Name
0005779190
Source Type
Annual Report
Type
Annual Report
Report Year
2017
Volume
2314
Volume Type
B
Page Count
2
Start Page
213
Physical Filing
No

Dates

Filing
2017-03-02

0005779190 · 2017-03-02

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2017-03-02T00:00:00.000
Reported type
Annual Report
Filing type
Annual Report
Report year
2017
Volume
2314
Volume type
B
Pages
2
Start page
213
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
0005779190

Parsed registry details

Filing

Name
0005647919
Source Type
Amendment
Type
Amend Name
Volume
2241
Volume Type
B
Page Count
3
Start Page
1901
Physical Filing
No

Dates

Filing
2016-09-08
Effective
2016-09-08

0005647919 · 2016-09-08

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2016-09-08T00:00:00.000
Effective date
2016-09-08T00:00:00.000
Reported type
Amendment
Filing type
Amend Name
Volume
2241
Volume type
B
Pages
3
Start page
1901
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
0005647919

Parsed registry details

Filing

Name
0005517630
Source Type
Business Registration
Type
Certificate of Authority
Volume
2168
Volume Type
B
Page Count
7
Start Page
1104
Physical Filing
No

Dates

Filing
2016-03-18
Effective
2016-03-18

0005517630 · 2016-03-18

Other reported details

Business ID
001t000000Wo09UAAR
Filing date
2016-03-18T00:00:00.000
Effective date
2016-03-18T00:00:00.000
Reported type
Business Registration
Filing type
Certificate of Authority
Volume
2168
Volume type
B
Pages
7
Start page
1104
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
0005517630

Showing 1–18 of 18.

Name history (2)

Business name change

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Business names

Former business name
ADVISOR GROUP, INC.
New business name
OSAIC, INC.

Parsed registry details

Names

Former
ADVISOR GROUP, INC.
New
OSAIC, INC.

Dates

Name Change
2023-09-01

OSAIC, INC. · 2023-09-01

Other reported details

Business ID
001t000000Wo09UAAR

Names and reported roles

Business name old
ADVISOR GROUP, INC.
Business name new
OSAIC, INC.
Name change date
09/01/2023 12:00:00 AM

Business name change

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Business names

Former business name
AIG ADVISOR GROUP, INC.
New business name
ADVISOR GROUP, INC.

Parsed registry details

Names

Former
AIG ADVISOR GROUP, INC.
New
ADVISOR GROUP, INC.

Dates

Name Change
2016-09-08

ADVISOR GROUP, INC. · 2016-09-08

Other reported details

Business ID
001t000000Wo09UAAR

Names and reported roles

Business name old
AIG ADVISOR GROUP, INC.
Business name new
ADVISOR GROUP, INC.
Name change date
09/08/2016 12:00:00 AM

Showing 1–2 of 2.

Correct or remove this record.

Same registered agent

CORPORATION SERVICE COMPANY

BusinessCityTypeFiledStatus
A & A OFFICE SYSTEMS, INC.Rocky Hill, CT · ActiveRocky Hill, CTCorporationMar 5, 1970Active
AEROJET ROCKETDYNE, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationJan 25, 1971Active
AETNA AMBULANCE SERVICE, INC.Hartford, CT · ActiveHartford, CTCorporationAug 20, 1965Active
ING INVESTMENT MANAGEMENT CO.Windsor, CT · MergedWindsor, CTCorporationNov 9, 1972Merged
AFCO CREDIT CORPORATIONLocation not reported, CT · ActiveLocation not reported, CTCorporationJul 6, 1971Active
ALBERT BROS., INC.Waterbury, CT · ActiveWaterbury, CTCorporationDec 29, 1964Active
FULTON-THEROUX FUNERAL SERVICE, INC.Location not reported, CT · MergedLocation not reported, CTCorporationJan 11, 1939Merged
EARLY YEARS, INC.Location not reported, CT · DissolvedLocation not reported, CTCorporationAug 12, 1970Dissolved
AMBA REALTY CORPORATIONWestport, CT · DissolvedWestport, CTCorporationMar 28, 1974Dissolved
MAGELLAN AEROSPACE, BETHEL, INC.Bethel, CT · ForfeitedBethel, CTCorporationOct 14, 1968Forfeited

Other companies with Jamie Price

All filings reporting this name

BusinessCityTypeFiledStatus
OSAIC FA, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationMay 12, 1969Active
FSC SECURITIES CORPORATIONLocation not reported, CT · ActiveLocation not reported, CTCorporationMay 18, 1981Active
FSC AGENCY, INC.Location not reported, CT · WithdrawnLocation not reported, CTCorporationMar 29, 1984Withdrawn
OSAIC WEALTH, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationJun 27, 1989Active
SECURITIES AMERICA ADVISORS, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationOct 8, 2008Active
VISION2020 WEALTH MANAGEMENT CORPLocation not reported, CT · ActiveLocation not reported, CTCorporationJul 22, 2010Active
AMERICAN PORTFOLIOS ADVISORS, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationMar 7, 2011Active
OSAIC INSTITUTIONS HOLDINGS, INC.Meriden, CT · ActiveMeriden, CTCorporationMay 5, 2015Active
Osaic RIA, Inc.Location not reported, CT · ActiveLocation not reported, CTCorporationApr 11, 2024Active

Other companies with Saumya Bhavsar

All filings reporting this name

BusinessCityTypeFiledStatus
OSAIC FA, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationMay 12, 1969Active
OSAIC FS, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationMar 26, 1970Active
FSC SECURITIES CORPORATIONLocation not reported, CT · ActiveLocation not reported, CTCorporationMay 18, 1981Active
OSAIC WEALTH, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationJun 27, 1989Active
OSAIC INSTITUTIONS, INC.Meriden, CT · ActiveMeriden, CTCorporationApr 7, 1993Active
OSAIC SERVICES, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationNov 19, 2004Active
SECURITIES AMERICA ADVISORS, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationOct 8, 2008Active
VISION2020 WEALTH MANAGEMENT CORPLocation not reported, CT · ActiveLocation not reported, CTCorporationJul 22, 2010Active
AMERICAN PORTFOLIOS ADVISORS, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationMar 7, 2011Active
OSAIC INSTITUTIONS HOLDINGS, INC.Meriden, CT · ActiveMeriden, CTCorporationMay 5, 2015Active

Other companies with Matthew Schlueter

All filings reporting this name

BusinessCityTypeFiledStatus
OSAIC FA, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationMay 12, 1969Active
OSAIC FS, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationMar 26, 1970Active
FSC SECURITIES CORPORATIONLocation not reported, CT · ActiveLocation not reported, CTCorporationMay 18, 1981Active
FSC AGENCY, INC.Location not reported, CT · WithdrawnLocation not reported, CTCorporationMar 29, 1984Withdrawn
SECURITIES AMERICA, INC.Location not reported, CT · WithdrawnLocation not reported, CTCorporationFeb 28, 1989Withdrawn
OSAIC WEALTH, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationJun 27, 1989Active
OSAIC INSTITUTIONS, INC.Meriden, CT · ActiveMeriden, CTCorporationApr 7, 1993Active
LFA, LIMITED LIABILITY COMPANYLocation not reported, CT · ActiveLocation not reported, CTLLCNov 13, 2000Active
OSAIC SERVICES, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationNov 19, 2004Active
WOODBURY FINANCIAL SERVICES, INC.Location not reported, CT · WithdrawnLocation not reported, CTCorporationAug 20, 2007Withdrawn

Other companies with Chris Mitchell

All filings reporting this name

BusinessCityTypeFiledStatus
OSAIC FA, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationMay 12, 1969Active
OSAIC WEALTH, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationJun 27, 1989Active
OSAIC INSTITUTIONS, INC.Meriden, CT · ActiveMeriden, CTCorporationApr 7, 1993Active
OSAIC SERVICES, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationNov 19, 2004Active
VISION2020 WEALTH MANAGEMENT CORPLocation not reported, CT · ActiveLocation not reported, CTCorporationJul 22, 2010Active
AMERICAN PORTFOLIOS ADVISORS, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationMar 7, 2011Active
OSAIC INSTITUTIONS HOLDINGS, INC.Meriden, CT · ActiveMeriden, CTCorporationMay 5, 2015Active
Osaic RIA, Inc.Location not reported, CT · ActiveLocation not reported, CTCorporationApr 11, 2024Active

Other companies with Greg Cornick

All filings reporting this name

BusinessCityTypeFiledStatus
OSAIC FA, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationMay 12, 1969Active
OSAIC FS, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationMar 26, 1970Active
FSC SECURITIES CORPORATIONLocation not reported, CT · ActiveLocation not reported, CTCorporationMay 18, 1981Active
SECURITIES AMERICA, INC.Location not reported, CT · WithdrawnLocation not reported, CTCorporationFeb 28, 1989Withdrawn
OSAIC WEALTH, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationJun 27, 1989Active
OSAIC INSTITUTIONS, INC.Meriden, CT · ActiveMeriden, CTCorporationApr 7, 1993Active
OSAIC SERVICES, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationNov 19, 2004Active
WOODBURY FINANCIAL SERVICES, INC.Location not reported, CT · WithdrawnLocation not reported, CTCorporationAug 20, 2007Withdrawn
VISION2020 WEALTH MANAGEMENT CORPLocation not reported, CT · ActiveLocation not reported, CTCorporationJul 22, 2010Active
AMERICAN PORTFOLIOS ADVISORS, INC.Location not reported, CT · ActiveLocation not reported, CTCorporationMar 7, 2011Active