DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

IAN DAVID WEISSER

Advisor at OSAIC WEALTH, INC.

Essex, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:11fd7dd4-12fa-8499-6dbe-e290348d48c8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 1, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Sep 14, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Sep 14, 1999
First registration: Jul 1, 2002
Dual registered: yes, broker-dealer
Other names: IAN DAVID WEISSER|Ian Weisser
IAPD individual key: 3188906

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 24, 2025	n/a	yes	Essex, MD	Current employment
OSAIC FA, INC.	Former SEC adviser	Apr 3, 2017	Jan 24, 2025	no	Essex, MD\|BLUE BELL, PA\|Essex, MD	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Apr 1, 2010	Apr 6, 2017	no	TOWSON, MD\|EASTON, MD	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Apr 14, 2010	no	BALTIMORE, MD\|BALTIMORE, MD	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jul 1, 2002	Jan 1, 2008	no	BALTIMORE, MD\|BALTIMORE, MD\|ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC FA, INC.	OSAIC WEALTH, INC.	Jan 24, 2025	Jan 24, 2025	0	Bulk transfer	Ibd to ibd
HORNOR, TOWNSEND & KENT, LLC	OSAIC FA, INC.	Apr 6, 2017	Apr 3, 2017	-3	Firm change	Other
WELLS FARGO ADVISORS	HORNOR, TOWNSEND & KENT, LLC	Apr 14, 2010	Apr 1, 2010	-13	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
4031:3978:MD:2017-04-06	Apr 6, 2017	Apr 3, 2017	EASTON, MD	Firm change

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jan 24, 2025 to presentfactForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Apr 3, 2017 to Jan 24, 2025factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Apr 1, 2010 to Apr 6, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Apr 14, 2010factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jul 1, 2002 to Jan 1, 2008factForm ADV

Dated events

No dated event names this entity yet.