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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

Kristine Elisabeth Menko

Advisor at OSAIC WEALTH, INC.

TAMPA, FL

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Search this name across graphsid dfx:ria:80cabb7e-fb9e-7b11-32b2-976c24dcb310

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jan 25, 2008 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: Mar 24, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Mar 24, 2001
First registration: Jan 25, 2008
Dual registered: yes, broker-dealer
Other names: KRISTINE ELISABETH CONFORTI|KRIS CONFORTI|KRISTINE ELISABETH CONFORTI|KRISTINE E MENKO|Kristine Elisabeth MENKO|Kristine Menko
IAPD individual key: 3086894

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	May 12, 2025	n/a	yes	TAMPA, FL	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 5, 2024	Jan 23, 2025	no	Tampa, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 14, 2022	Mar 12, 2024	no	CLEARWATER, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Aug 28, 2019	Dec 23, 2021	no	TAMPA, FL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 14, 2018	May 29, 2019	no	CLEARWATER, FL\|ST PETERSBURG, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 4, 2010	Apr 19, 2018	no	ORLANDO, FL\|CLEARWATER, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 25, 2008	Jul 17, 2009	no	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	OSAIC WEALTH, INC.	Jan 23, 2025	May 12, 2025	109	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Mar 12, 2024	Mar 5, 2024	-7	Firm change	Wirehouse to ibd
RAYMOND JAMES & ASSOCIATES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Dec 23, 2021	Mar 14, 2022	81	Firm change	Ibd to wirehouse
AMERIPRISE FINANCIAL SERVICES, LLC	RAYMOND JAMES & ASSOCIATES, INC.	May 29, 2019	Aug 28, 2019	91	Firm change	Ibd to ibd
WELLS FARGO ADVISORS	AMERIPRISE FINANCIAL SERVICES, LLC	Apr 19, 2018	May 14, 2018	25	Firm change	Wirehouse to ibd

Team moves

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

Team	Left	Joined	From	Kind
705:7691:FL:2021-12-10	Dec 23, 2021	Mar 14, 2022	TAMPA, FL	Firm change
19616:6363:FL:2018-04-19	Apr 19, 2018	May 14, 2018	CLEARWATER, FL	Firm change

Relationships

Registered with (6)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
May 12, 2025 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 5, 2024 to Jan 23, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 14, 2022 to Mar 12, 2024factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Aug 28, 2019 to Dec 23, 2021factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 14, 2018 to May 29, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 4, 2010 to Apr 19, 2018factForm ADV

Dated events

Occurred
Jan 23, 2025
Advisor changed firm
Kristine Elisabeth Menko left Cambridge Investment Research Advisors, Inc. for Osaic Wealth, Inc. (registered 2025-05-12)
Form ADVobserved 5 days ago
Occurred
Mar 12, 2024
Advisor changed firm
Kristine Elisabeth Menko left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Cambridge Investment Research Advisors, Inc. (registered 2024-03-05)
Form ADVobserved 5 days ago