DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at OSAIC ADVISORY SERVICES, LLC
MERIDIAN, ID | Meridiam, ID
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 INSTITUTIONS, INC. | Bd affiliated wealth | Nov 14, 2025 | n/a | yes | Meridiam, ID | Current employment |
| OSAIC ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 7, 2025 | n/a | yes | MERIDIAN, ID | Current employment |
| PFG ADVISORS | Independent wealth | Mar 15, 2024 | Nov 10, 2025 | no | Meridian, ID | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Mar 31, 2021 | Mar 21, 2024 | no | Meridian, ID | Previous registration |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Mar 7, 2006 | Apr 15, 2021 | no | Meridian, ID|EAGLE, ID|BOISE, ID|EMMETT, ID|Emmett, ID|Eagle, ID|BOISE, ID|BOISE, ID|Boise, ID|BOISE, ID|BOISE, ID|CAMBRIDGE, ID|Caldwell, ID|BOISE, ID|VALE, OR|Boise, ID|BOISE, ID|BOISE, ID|BOISE, ID|BOISE, ID|Nampa, ID|Meridian, ID|NAMPA, ID|Nampa, ID|Kuna, ID|MERIDIAN, ID|MERIDIAN, ID|Boise, ID|Ontario, OR|COUNCIL, ID|BOISE, ID|McCall, ID|Homedale, ID|MARSING, ID|NYSSA, OR|BOISE, ID|Payette, ID|BOISE, ID|Boise, ID|Parma, ID|BOISE, ID|BOISE, ID|Boise, ID|Boise, ID|BOISE, ID|BOISE, ID|Boise, ID|BOISE, ID|BOISE, ID|Boise, ID|Boise, ID|Boise, ID|Boise, ID|IDAHO FALLS, ID|Malad City, ID|Montpelier, ID|Boise, ID|BOISE, ID|BOISE, ID|Idaho Falls, ID|Idaho Falls, ID|Blackfoot, ID|POCATELLO, ID|Rigby, ID|Boise, ID|Boise, ID|Boise, ID|Preston, ID|Soda Springs, ID|Boise, ID|AMERICAN FALLS, ID|Pocatello, ID|Rexburg, ID|SHELLEY, ID|POCATELLO, ID|Pocatello, ID|Malad City, ID|Preston, ID|Blackfoot, ID|Soda Springs, ID|Montpelier, ID|AMERICAN FALLS, ID|Mountain Home, ID|Boise, ID|Glenns Ferry, ID|Boise, ID|BOISE, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PFG ADVISORS | OSAIC ADVISORY SERVICES, LLC | Nov 10, 2025 | Nov 7, 2025 | -3 | Firm change | RIA to ibd |
| AMERIPRISE FINANCIAL SERVICES, LLC | PFG ADVISORS | Mar 21, 2024 | Mar 15, 2024 | -6 | Firm change | Ibd to RIA |
| U.S. BANCORP INVESTMENTS, INC. | AMERIPRISE FINANCIAL SERVICES, LLC | Apr 15, 2021 | Mar 31, 2021 | -15 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173344:171070:ID:2025-11-01 | Nov 10, 2025 | Nov 7, 2025 | MERIDIAN, ID | Firm change |
| 6363:173344:ID:2024-03-20 | Mar 21, 2024 | Mar 15, 2024 | MERIDIAN, ID | Firm change |