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Advisor at OSAIC ADVISORY SERVICES, LLC
ATLANTA, GA | Burnt Hills, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| OSAIC ADVISORY SERVICES, LLC | Bd affiliated wealth | Aug 11, 2023 | n/a | yes | Burnt Hills, NY|ATLANTA, GA | Current employment |
| ATLAS PRIVATE WEALTH MANAGEMENT, LLC | Former SEC adviser | Apr 25, 2016 | Aug 21, 2023 | no | Manchester Center, VT|ALBANY, NY|Albany, NY | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jul 16, 2003 | Jul 28, 2003 | no | BROADVIEW HEIGHTS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ATLAS PRIVATE WEALTH MANAGEMENT, LLC | OSAIC ADVISORY SERVICES, LLC | Aug 21, 2023 | Aug 11, 2023 | -10 | Firm change | RIA to ibd |
| MSI FINANCIAL SERVICES, INC. | ATLAS PRIVATE WEALTH MANAGEMENT, LLC | Jul 28, 2003 | Apr 25, 2016 | 4,655 | Firm change after gap | Other |