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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

MICHAEL DAVID BEAN

Advisor at OSAIC WEALTH, INC.

ATLANTA, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2004 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: Oct 30, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Exams: S66
First exam: Oct 30, 2003
First registration: Jan 7, 2004
Dual registered: yes, broker-dealer
Other names: MIKE DAVID BEAN
IAPD individual key: 4699841

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 19, 2024	n/a	yes	ATLANTA, GA	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 1, 2019	Jan 19, 2024	no	ATLANTA, GA	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Oct 18, 2007	Mar 1, 2019	no	ATLANTA, GA\|ATLANTA, GA\|SANDY SPRINGS, GA\|MINNEAPOLIS, MN	Previous registration
TRIAD ADVISORS, LLC	Former SEC adviser	Mar 29, 2006	Sep 10, 2007	no	ATLANTA, GA\|SMYRNA, GA	Previous registration
1717 CAPITAL MANAGEMENT COMPANY	n/a	Jan 7, 2004	Mar 30, 2006	no	SMYRNA, GA	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
WOODBURY FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Jan 19, 2024	Jan 19, 2024	0	Bulk transfer	Ibd to ibd
QUESTAR ASSET MANAGEMENT, INC.	WOODBURY FINANCIAL SERVICES, INC.	Mar 1, 2019	Mar 1, 2019	0	Bulk transfer	Ibd to ibd
TRIAD ADVISORS, LLC	QUESTAR ASSET MANAGEMENT, INC.	Sep 10, 2007	Oct 18, 2007	38	Firm change	Other
1717 CAPITAL MANAGEMENT COMPANY	TRIAD ADVISORS, LLC	Mar 30, 2006	Mar 29, 2006	-1	Firm change	Other

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 1, 2019 to Jan 19, 2024factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 18, 2007 to Mar 1, 2019factForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 29, 2006 to Sep 10, 2007factForm ADV
→ 1717 CAPITAL MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Jan 7, 2004 to Mar 30, 2006factForm ADV

Dated events

No dated event names this entity yet.