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Advisor at OSAIC ADVISORY SERVICES, LLC
MERIDIAN, ID | BOISE, 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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 10, 2026 | n/a | yes | BOISE, ID | Current employment |
| OSAIC ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 7, 2025 | n/a | yes | MERIDIAN, ID | Current employment |
| OSAIC INSTITUTIONS, INC. | Bd affiliated wealth | Nov 14, 2025 | Sep 11, 2026 | no | Meridiam, ID|MERIDEN, CT | Previous registration |
| PFG ADVISORS | Independent wealth | Mar 15, 2024 | Nov 10, 2025 | no | Meridian, ID | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | May 18, 2020 | Jan 24, 2025 | no | Meridian, ID|Boise, ID|Boise, ID | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 30, 2016 | Jun 5, 2020 | no | Kalispell, MT|SAN DIEGO, CA|KALISPELL, MT | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Mar 8, 2016 | Nov 30, 2016 | no | KALISPELL, MT | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 5, 2014 | Mar 9, 2016 | no | MISSOULA, MT|SAN DIEGO, CA|MISSOULA, MT|HAMILTON, MT|MISSOULA, MT | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 28, 2010 | Sep 20, 2012 | no | KALISPELL, MT|RICHLAND, WA | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Oct 5, 2009 | May 3, 2010 | no | SAN DIEGO, CA|PASCO, WA|RICHLAND, WA|RICHLAND, WA|WEST RICHLAND, WA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 20, 2007 | Oct 13, 2009 | no | KALISPELL, MT|LIBBY, MT|KALISPELL, MT|FORT MILL, SC|KALISPELL, MT | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Feb 14, 2003 | Jul 23, 2007 | no | KALISPELL, MT|KALISPELL, MT|MISSOULA, MT|KALISPELL, MT | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 10, 2002 | Feb 21, 2003 | no | SPOKANE, WA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 21, 2000 | May 23, 2002 | no | LEWISTON, ID | Previous registration |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 35371:6413:CT:2026-09-11 | Sep 11, 2026 | Sep 10, 2026 | MERIDEN, CT | Firm change |
| 173344:171070:ID:2025-11-01 | Nov 10, 2025 | Nov 7, 2025 | MERIDIAN, ID | Firm change |