DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

BRIAN DAVID MCLEAN

Advisor at OSAIC WEALTH, INC.

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67dc81e0-6b01-dc1a-aabb-1a1edb08076e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jan 29, 2002 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 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: Apr 23, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Apr 23, 1998
First registration: Jan 29, 2002
Dual registered: yes, broker-dealer
Other names: BRIAN D MCLEAN
IAPD individual key: 3035890

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	Nov 3, 2023	n/a	yes	SAN DIEGO, CA\|SAN DIEGO, CA	Current employment
THE RETIREMENT GROUP, LLC	Former SEC adviser	Oct 1, 2020	Jun 10, 2024	no	SAN DIEGO, CA\|San Diego, CA	Previous registration
THE RETIREMENT GROUP, LLC	Former SEC adviser	Jan 19, 2015	Aug 23, 2016	no	SAN DIEGO, CA	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jan 19, 2012	Nov 3, 2023	no	ATLANTA, GA\|SAN DIEGO, CA\|ATLANTA, GA	Previous registration
WILSEY ASSET MANAGEMENT INCORPORATED	Independent wealth	Feb 23, 2009	Dec 31, 2018	no	SAN DIEGO, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 29, 2002	Oct 8, 2010	no	SAN DIEGO, CA\|SAN DIEGO, CA	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
THE RETIREMENT GROUP, LLC	OSAIC WEALTH, INC.	Jun 10, 2024	Nov 3, 2023	-220	Firm change after gap	RIA to ibd
FSC SECURITIES CORPORATION	THE RETIREMENT GROUP, LLC	Nov 3, 2023	Jan 19, 2015	-3,210	Firm change after gap	Other
WILSEY ASSET MANAGEMENT INCORPORATED	FSC SECURITIES CORPORATION	Dec 31, 2018	Jan 19, 2012	-2,538	Firm change after gap	Other
LPL FINANCIAL LLC	WILSEY ASSET MANAGEMENT INCORPORATED	Oct 8, 2010	Feb 23, 2009	-592	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
148296:23131:CA:2024-06-10	Jun 10, 2024	Nov 3, 2023	SAN DIEGO, CA	Firm change after gap

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Nov 3, 2023 to presentfactForm ADV
→ THE RETIREMENT GROUP, LLCRegistered adviserregistration: previous registration
Oct 1, 2020 to Jun 10, 2024factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jan 19, 2012 to Nov 3, 2023factForm ADV
→ WILSEY ASSET MANAGEMENT INCORPORATEDRegistered adviserregistration: previous registration
Feb 23, 2009 to Dec 31, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 29, 2002 to Oct 8, 2010factForm ADV

Dated events

Occurred
Jun 10, 2024
Advisor changed firm
Brian David Mclean left The Retirement Group, Llc for Osaic Wealth, Inc. (registered 2023-11-03)
Form ADVobserved 3 days ago
Occurred
Nov 3, 2023
Advisor changed firm
Brian David Mclean left Fsc Securities Corporation for The Retirement Group, Llc (registered 2015-01-19)
Form ADVobserved 3 days ago