Adviser and broker representative · Osaic Wealth, Inc.
Brooke P. Paz
CRD 5285015 · Salt Lake City, UT
At a glance
Brooke P. Paz is an investment adviser representative with Osaic Wealth, Inc. in Salt Lake City, UT, according to the SEC’s Investment Adviser Public Disclosure records. Brooke is also registered as a broker representative.
Current advisory firm
- Osaic Wealth, Inc.Since February 2026Salt Lake City, UT · $235B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Brooke’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Dusty C. RocheSalt Lake City
- Michael B. SayreSalt Lake City
- Mark J. AasenWest Des Moines
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