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 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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Exams

S65

First exam

Jan 29, 2018

First registration

Mar 5, 2018

Dual registered

no

Other names

THERESA LABADIE

IAPD individual key

3082192

• Occurred

  Aug 23, 2024
  Advisor changed firm

  Theresa A Labadie left Triad Advisors, Llc for Osaic Advisory Services, Llc (registered 2018-03-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:650eeb57-0540-914c-b3da-e49e92369e61

First observed

Mar 5, 2018

Last observed

Sep 15, 2026 6 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.