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

WELLTH ADVISORY SERVICES, LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 12, 1991earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S63

First exam

Dec 12, 1991

First registration

Nov 2, 2018

Dual registered

yes, broker-dealer

IAPD individual key

2183764

• Occurred

  Aug 29, 2022
  Advisor changed firm

  Brian Joseph Quinn left Osaic Wealth, Inc. for Global Retirement Partners Llc (registered 2022-08-26)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5da105c5-e7d3-0c9f-73ae-4c3517441fc3

First observed

Nov 2, 2018

Last observed

Sep 14, 2026 4 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.