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

Oct 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Jan 28, 2019

First registration

Jan 28, 2019

Dual registered

yes, broker-dealer

IAPD individual key

6666533

• Occurred

  Jan 19, 2024
  Advisor changed firm

  Lily Fallah left Woodbury Financial Services, Inc. for Guide My Finances (registered 2023-07-11)

  Form ADVobserved 6 days ago
• Occurred

  Jul 18, 2023
  Advisor changed firm

  Lily Fallah left Wells Fargo Advisors for Woodbury Financial Services, Inc. (registered 2023-07-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:512cf87a-5e8c-dcff-a9af-ece7c3a7f04c

First observed

Jan 28, 2019

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.