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 INSTITUTIONS, 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 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Mar 9, 2024

First registration

Apr 2, 2024

Dual registered

yes, broker-dealer

Other names

Leeann Pawelek|Martha Pawelek|Martha L Pawelek|MARTHA LEEANN PAWELEK|Martha Pawelek Wilson|Martha P Wilson|Martha Wilson

IAPD individual key

6696077

• Occurred

  Jan 2, 2025
  Advisor changed firm

  Martha Pawelek Wilson left Evolution Wealth Management Inc. for Osaic Institutions, Inc. (registered 2025-03-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:259ed19e-612e-81d3-ca3e-a7f1ea9ada51

First observed

Apr 2, 2024

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.