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Osaic Institutions, Inc.

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Company Details

Name: Osaic Institutions, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Activ
Date of Organization in Rhode Island: 23 Sep 2024 (9 months ago)
Branch of: Osaic Institutions, Inc., CONNECTICUT (Company Number 0284506)
Identification Number: 001779447
Place of Formation: CONNECTICUT
Purpose: BROKER-DEALER AND REGISTERED INVESTMENT ADVISER
Principal Address: Google Maps Logo 538 PRESTON AVE, MERIDEN, CT, 06450, 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

PRESIDENT

Name Role Address
STEPHEN P AMARANTE PRESIDENT 538 PRESTON AVENUE, MERIDEN, CT 06450 USA

SECRETARY

Name Role Address
SAUMYA BHAVSAR SECRETARY 538 PRESTON AVE MERIDEN, CT 06450 USA

CHAIRMAN

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

DIRECTOR

Name Role Address
BRITTANY CHAMBERS DIRECTOR 12325 PORT GRACE BLVD LA VISTA, NE 68128 USA
MATTHEW SCHLUETER DIRECTOR 2300 WINDY RIDGE PARKWAY, SUITE 750 ATLANTA, GA 30339 USA
GREG CORNICK DIRECTOR 18700 N HAYDEN RD, SUITE 255 SCOTTSDALE, AZ 85255 USA
STEPHEN P. AMARANTE DIRECTOR 538 PRESTON AVENUE MERIDEN, CT 06450 USA

ASSISTANT SECRETARY

Name Role Address
GABRIELLE PORCH ASSISTANT SECRETARY 18700 N HAYDEN RD, SUITE 255 SCOTTSDALE, AZ 85255 USA
ABBY HENIG ASSISTANT SECRETARY 18700 N HAYDEN RD., SUITE 255 SCOTTSDALE, AZ 85255 USA

DIRECTOR OF SYSTEM INTERGRATIONS AND CUSTOMER SUPPORT

Name Role Address
KEVIN MANCINI DIRECTOR OF SYSTEM INTERGRATIONS AND CUSTOMER SUPPORT 538 PRESTON AVENUE MERIDEN, CT 06450 USA

TREASURER

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

Filings

Number Name File Date
202460269430 Application for Certificate of Authority 2024-09-23
202571694660 Annual Report 2025-04-29

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Date of last update: 07 Jun 2025

Sources: Rhode Island Department of State