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

CHARLES WREN WOLFE

Advisor at OSAIC WEALTH, INC.

BONITA SPRINGS, FL | NAPLES, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 10, 2006 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: May 1, 2005earliest 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: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Nov 30, 2005
First registration: Mar 10, 2006
Dual registered: yes, broker-dealer
Other names: CHUCK WOLFE
IAPD individual key: 4974556

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	Jan 24, 2025	n/a	yes	BONITA SPRINGS, FL\|NAPLES, FL	Current employment
OSAIC FA, INC.	Former SEC adviser	May 25, 2023	Jan 24, 2025	no	BONITA SPRINGS, FL\|NAPLES, FL\|VIENNA, VA\|NAPLES, FL	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Dec 15, 2015	Jun 27, 2023	no	FORT WORTH, TX\|Bonita Springs, FL\|FORT WORTH, TX\|Bonita Beach, FL	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	Mar 10, 2006	Dec 15, 2015	no	Tampa, FL\|Estero, FL\|JACKSONVILLE BEACH, FL\|SHALIMAR, FL\|Shalimar, FL\|ORLANDO, FL	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
OSAIC FA, INC.	OSAIC WEALTH, INC.	Jan 24, 2025	Jan 24, 2025	0	Bulk transfer	Ibd to ibd
FIRST COMMAND ADVISORY SERVICES	OSAIC FA, INC.	Jun 27, 2023	May 25, 2023	-33	Firm change after gap	Ibd to ibd
FIRST COMMAND FINANCIAL PLANNING, INC.	FIRST COMMAND ADVISORY SERVICES	Dec 15, 2015	Dec 15, 2015	0	Bulk transfer	Other

Relationships

Registered with (4)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jan 24, 2025 to presentfactForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
May 25, 2023 to Jan 24, 2025factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 15, 2015 to Jun 27, 2023factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Mar 10, 2006 to Dec 15, 2015factForm ADV

Dated events

Occurred
Jun 27, 2023
Advisor changed firm
Charles Wren Wolfe left First Command Advisory Services for Osaic Fa, Inc. (registered 2023-05-25)
Form ADVobserved 5 days ago