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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

ATHENA JOHNSON FELHANDLER

Advisor at OSAIC ADVISORY SERVICES, LLC

SOUTHFIELD, MI

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Search this name across graphsid dfx:ria:5b9876e9-04d3-d9a4-9891-859a991ce7ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 5, 2010 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 ADVISORY SERVICES, LLC
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 13, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Oct 13, 2004
First registration: Aug 5, 2010
Dual registered: yes, broker-dealer
Other names: ATHENA J JOHNSON|ATHENA JOHNSON CAMPBELL|ATHENA J. FELHANDLER
IAPD individual key: 4823419

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 ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 8, 2024	n/a	yes	SOUTHFIELD, MI	Current employment
ARBOR POINT ADVISORS	Former SEC adviser	Nov 6, 2020	Nov 8, 2024	no	SOUTHFIELD, MI	Previous registration
KMS FINANCIAL SERVICES, INC	Former SEC adviser	Sep 6, 2019	Nov 6, 2020	no	SEATTLE, WA\|Southfield, MI\|SEATTLE, WA	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	Jun 25, 2019	no	NOVI, MI	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Sep 15, 2017	Nov 1, 2018	no	NOVI, MI	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 5, 2010	Aug 21, 2017	no	SOUTHFIELD, MI\|FARMINGTON, MI	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
ARBOR POINT ADVISORS	OSAIC ADVISORY SERVICES, LLC	Nov 8, 2024	Nov 8, 2024	0	Bulk transfer	Ibd to ibd
KMS FINANCIAL SERVICES, INC	ARBOR POINT ADVISORS	Nov 6, 2020	Nov 6, 2020	0	Channel change	Ibd to ibd
EDELMAN FINANCIAL ENGINES	KMS FINANCIAL SERVICES, INC	Jun 25, 2019	Sep 6, 2019	73	Firm change	RIA to ibd
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
STRATEGIC ADVISERS LLC	EDELMAN FINANCIAL SERVICES, LLC	Aug 21, 2017	Sep 15, 2017	25	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
3866:165127:WA:2020-11-06	Nov 6, 2020	Nov 6, 2020	SEATTLE, WA	Firm change

Relationships

Registered with (6)

→ OSAIC ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Nov 8, 2024 to presentfactForm ADV
→ ARBOR POINT ADVISORSRegistered adviserregistration: previous registration
Nov 6, 2020 to Nov 8, 2024factForm ADV
→ KMS FINANCIAL SERVICES, INCRegistered adviserregistration: previous registration
Sep 6, 2019 to Nov 6, 2020factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 1, 2018 to Jun 25, 2019factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 15, 2017 to Nov 1, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 5, 2010 to Aug 21, 2017factForm ADV

Dated events

No dated event names this entity yet.