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Osaic Wealth, Inc.

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Company Details

Name: Osaic Wealth, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Activ
Date of Organization in Rhode Island: 17 Jul 1989 (36 years ago)
Identification Number: 000056734
Place of Formation: DELAWARE
Purpose: BROKER-DEALER AND REGISTERED INVESTMENT ADVISER
Historical names: Pacific Alliance Securities Corporation
Royal Alliance Associates, Inc.
Principal Address: Google Maps Logo 30 UNION STREET, ELIZABETH, NJ, 07202, USA

Industry & Business Activity

NAICS

523120 Securities Brokerage

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) between buyers and sellers in buying or selling securities on a commission or transaction fee basis. Learn more at the U.S. Census Bureau

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

TREASURER

Name Role Address
DAVID SCHMIDT TREASURER 18700 N HAYDEN RD., SUITE 255 SCOTTSDALE, AZ 85255 USA

SECRETARY

Name Role Address
SAUMYA BHAVSAR SECRETARY 30 UNION STREET ELIZABETH, NJ 07202 USA

CHAIRMAN

Name Role Address
JAMIE PRICE CHAIRMAN 18700 N HAYDEN RD, SUITE 255 SCOTTSDALE, AZ 85255 USA

CEO, PRESIDENT

Name Role Address
GREGORY CORNICK CEO, PRESIDENT 20 E. THOMAS RD., SUITE 2000 PHOENIX, AZ 85012 USA

DIRECTOR

Name Role Address
ERINN FORD DIRECTOR 18700 N HAYDEN RD, SUITE 255 SCOTTSDALE, AZ 85255 USA
GREG CORNICK DIRECTOR 18700 N HAYDEN RD., SUITE 255 SCOTTSDALE, AZ 85255 USA
MATTHEW SCHLUETER DIRECTOR 2300 WINDY RIDGE PARKWAY, SUITE 750 ATLANTA, GA 30339 USA

Events

Type Date Old Value New Value
Name Change 2023-07-24 Royal Alliance Associates, Inc. Osaic Wealth, Inc.
Name Change 1990-09-25 Pacific Alliance Securities Corporation Royal Alliance Associates, Inc.

Filings

Number Name File Date
202459244800 Annual Report - Amended 2024-09-06
202453569530 Annual Report 2024-05-01
202339707410 Application for Amended Certificate of Authority 2023-07-24
202335009590 Annual Report 2023-05-01
202216946710 Annual Report 2022-05-06

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Date of last update: 20 Jul 2025

Sources: Rhode Island Department of State