Osaic RIA, Inc.
| Name: | Osaic RIA, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 26 Apr 2024 (a year ago) |
| Identification Number: | 001773029 |
| Place of Formation: | DELAWARE |
| Purpose: | REGISTERED INVESTMENT ADVISORY SERVICES |
| Principal Address: |
20 E. THOMAS RD. SUITE 2000, PHOENIX, AZ, 85012, USA
|
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
| Name | Role | Address |
|---|---|---|
| EDWARD SWENSON | PRESIDENT | 20 E. THOMAS RD., SUITE 2000 PHOENIX, AZ 85012 USA |
| Name | Role | Address |
|---|---|---|
| DAVID SCHMIDT | TREASURER | 18700 N HAYDEN RD., SUITE 255 SCOTTSDALE, AZ 85255 USA |
| Name | Role | Address |
|---|---|---|
| SAUMYA BHAVSAR | SECRETARY | 20 E. THOMAS RD., SUITE 2000 PHOENIX, AZ 85012 USA |
| Name | Role | Address |
|---|---|---|
| JAMIE PRICE | CHAIRMAN | 18700 N HAYDEN RD, SUITE 255 SCOTTSDALE, AZ 85255 USA |
| Name | Role | Address |
|---|---|---|
| MATTHEW SCHLUETER | DIRECTOR | 2300 WINDY RIDGE PARKWAY, SUITE 750 ATLANTA, GA 30339 USA |
| EDWARD SWENSON | DIRECTOR | 20 E. THOMAS RD.,SUITE 2000 PHOENIX, AZ 85012 USA |
| GREGORY CORNICK | DIRECTOR | 20 E. THOMAS RD., SUITE 2000 PHOENIX, AZ 85012 USA |
| Number | Name | File Date |
|---|---|---|
| 202452795020 | Application for Certificate of Authority | 2024-04-26 |
| 202571695450 | Annual Report | 2025-04-29 |
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Date of last update: 07 Jun 2025
Sources: Rhode Island Department of State