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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

JOSHUA A VILARDI

Advisor at OSAIC WEALTH, INC.

TRINITY, FL | Spring Hill, FL | Ellijay, GA

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Search this name across graphsid dfx:ria:55ce48b4-6ef2-7a1e-4e8b-26fda8f9c0ac

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 30, 2004 to Sep 15, 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: Oct 31, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Exams: S66|S63
First exam: Oct 31, 2003
First registration: Sep 30, 2004
Dual registered: yes, broker-dealer
Other names: Josh Vilardi
IAPD individual key: 4710627

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	Jul 25, 2023	n/a	yes	Spring Hill, FL\|Ellijay, GA\|TRINITY, FL	Current employment
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Aug 12, 2014	Aug 9, 2023	no	Trinity, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 11, 2009	Aug 4, 2014	no	LAND O'LAKES, FL\|LAND O'LAKES, FL\|TAMPA, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 9, 2005	Feb 19, 2009	no	PORT RICHEY, FL\|PORT RICHEY, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Sep 30, 2004	May 10, 2005	no	PORT RICHEY, FL	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
RAYMOND JAMES & ASSOCIATES, INC.	OSAIC WEALTH, INC.	Aug 9, 2023	Jul 25, 2023	-15	Firm change	Ibd to ibd
WELLS FARGO ADVISORS	RAYMOND JAMES & ASSOCIATES, INC.	Aug 4, 2014	Aug 12, 2014	8	Firm change	Wirehouse to ibd
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	Feb 19, 2009	Feb 11, 2009	-8	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	CITIGROUP GLOBAL MARKETS INC.	May 10, 2005	May 9, 2005	-1	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
705:23131:FL:2023-08-03	Aug 9, 2023	Jul 25, 2023	TRINITY, FL	Firm change

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jul 25, 2023 to presentfactForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Aug 12, 2014 to Aug 9, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 11, 2009 to Aug 4, 2014factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 9, 2005 to Feb 19, 2009factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 30, 2004 to May 10, 2005factForm ADV

Dated events

Occurred
Aug 9, 2023
Advisor changed firm
Joshua A Vilardi left Raymond James & Associates, Inc. for Osaic Wealth, Inc. (registered 2023-07-25)
Form ADVobserved 5 days ago