More name changes. Securities America to Osaic Wealth

We just wanted to take a moment to explain another change headed your way. 

In the middle of June, our broker dealer, Securities America, will be adopting a new brand and name: Osaic Wealth.  This is part of a larger transition to merge multiple broker dealers that Advisor Group purchased into one brand.  What does this mean to you?  NOTHING.  Your accounts will not change at all.  The account numbers will stay the same and where your money is invested will not change.  If you view your accounts online this will also stay the same.  There are no additional costs to you with this change.  The only change will be that the name Osaic Wealth replaces the name Securities America.

What will happen next:  You will be receiving a letter from Securities America explaining the details about the name change.  Please note it is possible that you will receive multiple mailings because you have different account registrations.  You also will be receiving the annual privacy notices from Osaic Wealth that you receive every year.  The name will officially change in June.  That is it.  You do not need to do anything.

If you have any questions at all, please reach out to our office.  We are more than happy to help and answer any questions that you have.

Thanks again for working with us and do not hesitate to contact us with any questions.

Until Next Time,

Darin & Greg