DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

ROBERT WILLIS BRUNER

Advisor at OSAIC WEALTH, INC.

MOUNTVILLE, PA

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:22faffbe-a1a5-c3fb-d7e4-847bf1fbf17c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 29, 2006 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: Dec 1, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Exams: S66|S63
First exam: May 4, 1998
First registration: Jun 29, 2006
Dual registered: yes, broker-dealer
Other names: BOB BRUNER|ROBERT BRUNER
IAPD individual key: 2260319

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	MOUNTVILLE, PA	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 1, 2019	Jan 19, 2024	no	MOUNTVILLE, PA	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Nov 15, 2011	Mar 1, 2019	no	MINNEAPOLIS, MN\|MOUNTVILLE, PA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 29, 2006	Nov 17, 2011	no	MOUNTVILLE, PA	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
WOODBURY FINANCIAL SERVICES, INC.	QUESTAR ASSET MANAGEMENT, INC.	Nov 17, 2011	Nov 15, 2011	-2	Firm change	Other

Relationships

Registered with (3)

→ 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
Nov 15, 2011 to Mar 1, 2019factForm ADV

Dated events

No dated event names this entity yet.