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

May 1, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S65|S63

First exam

May 1, 1984

First registration

May 26, 2009

Dual registered

yes, broker-dealer

Other names

BARBARA PERKINS GARVIN|BARBARA JUNE PERKINS|BARBARA GARVIN

IAPD individual key

1253396

• Occurred

  Oct 11, 2024
  Advisor changed firm

  Barbara Perkins Treadwell left American Portfolios Advisors, Inc for Prosperity Economics Partners, Llc (registered 2011-03-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:12c3dacc-1970-06a2-622f-ff04776e498b

First observed

May 26, 2009

Last observed

Sep 14, 2026 6 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.