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

Sep 1, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

Nov 14, 2002

First registration

Aug 31, 2007

Dual registered

yes, broker-dealer

IAPD individual key

2659506

• Occurred

  Mar 13, 2024
  Advisor changed firm

  Jason Scott Stewart left Cetera Advisors Llc for Osaic Wealth, Inc. (registered 2024-03-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:49c550f0-e157-ae43-6a77-9eae08b1e69d

First observed

Aug 31, 2007

Last observed

Sep 14, 2026 7 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.