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 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

Aug 21, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Aug 21, 2006

First registration

Sep 21, 2018

Dual registered

yes, broker-dealer

Other names

KEVIN J ANDERSON

IAPD individual key

5019300

• Occurred

  Jan 19, 2024
  Advisor departed, no destination yet

  Kevin James Anderson no longer registered at Woodbury Financial Services, Inc.; no later IA registration on IAPD

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3673a05b-5f39-09ef-eec2-41b269427ee7

First observed

Sep 21, 2018

Last observed

Sep 14, 2026 5 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.