Osaic Wealth is our Broker/Dealer firm and/or Registered Investment Advisor, with whom we have chosen to affiliate with for our securities registrations. They are a member of FINRA/SIPC and registered with the SEC. They are a network with over 11,000 affiliated financial professionals. Osaic provides us with compliance supervision, technology platforms, and operational support for us to better serve our clients. Osaic Wealth Form CRS Osaic Wealth Firm Brochure