DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner42 years in industry

James Samuel Burcham

Advisor at OSAIC ADVISORY SERVICES, LLC

MYRTLE BEACH, SC

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:3b333627-e0fc-4067-e226-79587ed2972b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 21, 1997 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 ADVISORY SERVICES, LLC
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 29, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 29, 1984
First registration: Feb 21, 1997
Dual registered: no
Other names: JIM BURCHAM|JAMES SAMUEL BURCHAM
IAPD individual key: 1233604

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 ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 8, 2024	n/a	yes	MYRTLE BEACH, SC	Current employment
ARBOR POINT ADVISORS	Former SEC adviser	Sep 18, 2020	Nov 8, 2024	no	DUNKIRK, MD\|MYRTLE BEACH, SC	Previous registration
SSN ADVISORY, INC.	Former SEC adviser	Jan 14, 2010	Sep 18, 2020	no	DUNKIRK, MD	Previous registration
MEDALLION ADVISORY SERVICES, LLC	n/a	Feb 21, 1997	Dec 31, 2009	no	DUNKIRK, MD	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
ARBOR POINT ADVISORS	OSAIC ADVISORY SERVICES, LLC	Nov 8, 2024	Nov 8, 2024	0	Bulk transfer	Ibd to ibd
SSN ADVISORY, INC.	ARBOR POINT ADVISORS	Sep 18, 2020	Sep 18, 2020	0	Channel change	Ibd to ibd
MEDALLION ADVISORY SERVICES, LLC	SSN ADVISORY, INC.	Dec 31, 2009	Jan 14, 2010	14	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
126090:165127:MD:2020-09-18	Sep 18, 2020	Sep 18, 2020	DUNKIRK, MD	Firm change

Relationships

Registered with (4)

→ OSAIC ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Nov 8, 2024 to presentfactForm ADV
→ ARBOR POINT ADVISORSRegistered adviserregistration: previous registration
Sep 18, 2020 to Nov 8, 2024factForm ADV
→ SSN ADVISORY, INC.Registered adviserregistration: previous registration
Jan 14, 2010 to Sep 18, 2020factForm ADV
→ MEDALLION ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Feb 21, 1997 to Dec 31, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b333627-e0fc-4067-e226-79587ed2972b
First observed: Feb 21, 1997
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.

James Samuel Burcham

Advisor at OSAIC ADVISORY SERVICES, LLC

MYRTLE BEACH, SC

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:3b333627-e0fc-4067-e226-79587ed2972b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:06 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

OSAIC ADVISORY SERVICES, LLC

Bd affiliated wealth

Nov 8, 2024

n/a

yes

MYRTLE BEACH, SC

Current employment

ARBOR POINT ADVISORS

Former SEC adviser

Sep 18, 2020

Nov 8, 2024

DUNKIRK, MD|MYRTLE BEACH, SC

Previous registration

SSN ADVISORY, INC.

Former SEC adviser

Jan 14, 2010

Sep 18, 2020

DUNKIRK, MD

Previous registration

MEDALLION ADVISORY SERVICES, LLC

n/a

Feb 21, 1997

Dec 31, 2009

DUNKIRK, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ARBOR POINT ADVISORS

OSAIC ADVISORY SERVICES, LLC

Nov 8, 2024

Bulk transfer

Ibd to ibd

SSN ADVISORY, INC.

ARBOR POINT ADVISORS

Sep 18, 2020

Channel change

Ibd to ibd

MEDALLION ADVISORY SERVICES, LLC

SSN ADVISORY, INC.

Dec 31, 2009

Jan 14, 2010

Firm change

Other

Team

Left

Joined

From

Kind

126090:165127:MD:2020-09-18

Sep 18, 2020

DUNKIRK, MD

Firm change