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Advisor at OSAIC WEALTH, INC.
Landrum, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | Bd affiliated wealth | Apr 28, 2026 | n/a | yes | Landrum, SC | Current employment |
| STIFEL INDEPENDENT ADVISORS, LLC | Bd affiliated wealth | Nov 8, 2021 | May 7, 2026 | no | LANDRUM, SC|Landrum, SC|ST. LOUIS, MO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 15, 2013 | Nov 10, 2021 | no | LANDRUM, SC | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Nov 15, 2004 | Feb 27, 2013 | no | LANDRUM, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STIFEL INDEPENDENT ADVISORS, LLC | OSAIC WEALTH, INC. | May 7, 2026 | Apr 28, 2026 | -9 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | STIFEL INDEPENDENT ADVISORS, LLC | Nov 10, 2021 | Nov 8, 2021 | -2 | Firm change | Wirehouse to ibd |
| RAYMOND JAMES & ASSOCIATES, INC. | WELLS FARGO ADVISORS | Feb 27, 2013 | Feb 15, 2013 | -12 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 28218:23131:MO:2026-05-07 | May 7, 2026 | Apr 28, 2026 | ST LOUIS, MO | Firm change |
| 11025:28218:SC:2021-11-10 | Nov 10, 2021 | Nov 8, 2021 | LANDRUM, SC | Firm change |