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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

TERRENCE LEE PORRO

Advisor at OSAIC WEALTH, INC.

WARRENVILLE, IL

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Search this name across graphsid dfx:ria:35407f10-a744-fa98-5281-da920bce3469

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 19, 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: Nov 18, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Nov 18, 1992
First registration: Jul 19, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 1257793

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	WARRENVILLE, IL	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 25, 2010	Jan 19, 2024	no	LISLE, IL\|WARRENVILLE, IL	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jan 4, 2007	Oct 25, 2010	no	PEORIA, IL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 19, 2004	Oct 4, 2006	no	LOMBARD, IL\|CHICAGO, IL	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
VALIC FINANCIAL ADVISORS, INC.	WOODBURY FINANCIAL SERVICES, INC.	Oct 25, 2010	Oct 25, 2010	0	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	VALIC FINANCIAL ADVISORS, INC.	Oct 4, 2006	Jan 4, 2007	92	Firm change	Other

Relationships

Registered with (4)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 25, 2010 to Jan 19, 2024factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 4, 2007 to Oct 25, 2010factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 19, 2004 to Oct 4, 2006factForm ADV

Dated events

No dated event names this entity yet.