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.

Current firm

OSAIC WEALTH, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2004earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S66

First exam

Apr 15, 2016

First registration

Apr 18, 2016

Dual registered

yes, broker-dealer

Other names

JOE DUNAT

IAPD individual key

6588800

• Occurred

  Jan 30, 2024
  Advisor changed firm

  Josip Dunat left Stratos Wealth Partners, Ltd for Osaic Wealth, Inc. (registered 2024-01-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:09d32964-c38c-f93e-fed5-d4a8f2bb900b

First observed

Apr 18, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.