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Advisor at OSAIC WEALTH, INC.
Plymouth, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 24, 2025 | n/a | yes | Plymouth, MI | Current employment |
| OSAIC FA, INC. | Former SEC adviser | Aug 24, 2016 | Jan 24, 2025 | no | Plymouth, MI|SOUTHFIELD, MI | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 2, 2015 | Aug 30, 2016 | no | SOUTHFIELD, MI|SOUTHFIELD, MI|SOUTHFIELD, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC FA, INC. | OSAIC WEALTH, INC. | Jan 24, 2025 | Jan 24, 2025 | 0 | Bulk transfer | Ibd to ibd |
| MSI FINANCIAL SERVICES, INC. | OSAIC FA, INC. | Aug 30, 2016 | Aug 24, 2016 | -6 | Firm change | Other |