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Advisor at OSAIC WEALTH, INC.
Sharpsburg, GA
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 | Jan 19, 2024 | n/a | yes | Sharpsburg, GA | Current employment |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 15, 2013 | Jan 19, 2024 | no | TYRONE, GA|SHARPSBURG, GA|COLLEGE GROVE, TN | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jun 30, 2008 | Jan 22, 2013 | no | SHARPSBURG, GA|SHARPSBURG, GA|ATLANTA, GA | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Mar 20, 2007 | Jun 26, 2008 | no | SHARPSBURG, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES, INC. | OSAIC WEALTH, INC. | Jan 19, 2024 | Jan 19, 2024 | 0 | Bulk transfer | Ibd to ibd |
| EQUITABLE ADVISORS, LLC | WOODBURY FINANCIAL SERVICES, INC. | Jan 22, 2013 | Jan 15, 2013 | -7 | Firm change | Other |
| WOODBURY FINANCIAL SERVICES, INC. | EQUITABLE ADVISORS, LLC | Jun 26, 2008 | Jun 30, 2008 | 4 | Firm change | Other |