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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

PAUL PHILIP MELANSON

Advisor at OSAIC WEALTH, INC.

ROCKLAND, MA

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Search this name across graphsid dfx:ria:43334600-707b-8b24-ba29-c9dda2d09d51

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 4, 2002 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: May 29, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: May 29, 1992
First registration: Sep 4, 2002
Dual registered: yes, broker-dealer
Other names: P PHILIP MELANSON|PHIL MELANSON
IAPD individual key: 2097470

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	Jun 14, 2024	n/a	yes	ROCKLAND, MA	Current employment
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Mar 8, 2022	Jun 14, 2024	no	ROCKLAND, MA	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jan 26, 2018	Mar 9, 2022	no	ROCKLAND, MA\|BOSTON, MA\|ROCKLAND, MA	Previous registration
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Jan 31, 2008	Dec 19, 2017	no	MERIDEN, CT\|QUINCY, MA\|WEYMOUTH, MA\|WEYMOUTH, MA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Oct 20, 2004	Jan 23, 2008	no	BRIDGEWATER, MA\|BROCKTON, MA\|STOUGHTON, MA\|AVON, MA\|STOUGHTON, MA\|BROCKTON, MA\|BRIDGEWATER, MA\|NEWTON, MA	Previous registration
QUICK & REILLY, INC.	n/a	Sep 4, 2002	Oct 20, 2004	no	BROCKTON, MA	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
SECURITIES AMERICA ADVISORS, INC.	OSAIC WEALTH, INC.	Jun 14, 2024	Jun 14, 2024	0	Bulk transfer	Ibd to ibd
OSAIC FA, INC.	SECURITIES AMERICA ADVISORS, INC.	Mar 9, 2022	Mar 8, 2022	-1	Firm change	Ibd to ibd
OSAIC INSTITUTIONS, INC.	OSAIC FA, INC.	Dec 19, 2017	Jan 26, 2018	38	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	OSAIC INSTITUTIONS, INC.	Jan 23, 2008	Jan 31, 2008	8	Firm change	Other
QUICK & REILLY, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Oct 20, 2004	Oct 20, 2004	0	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
3978:110518:MA:2022-03-08	Mar 9, 2022	Mar 8, 2022	ROCKLAND, MA	Firm change
35371:3978:MA:2017-12-19	Dec 19, 2017	Jan 26, 2018	WEYMOUTH, MA	Firm change

Relationships

Registered with (6)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jun 14, 2024 to presentfactForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Mar 8, 2022 to Jun 14, 2024factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 26, 2018 to Mar 9, 2022factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Jan 31, 2008 to Dec 19, 2017factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Oct 20, 2004 to Jan 23, 2008factForm ADV
→ QUICK & REILLY, INC.Registered adviserregistration: previous registration
Sep 4, 2002 to Oct 20, 2004factForm ADV

Dated events

Occurred
Mar 9, 2022
Advisor changed firm
Paul Philip Melanson left Osaic Fa, Inc. for Securities America Advisors, Inc. (registered 2022-03-08)
Form ADVobserved 5 days ago