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Advisor at OSAIC WEALTH, INC.
PITTSFORD, NY | Castile, NY
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 | Jul 27, 2026 | n/a | yes | PITTSFORD, NY|Castile, NY | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 9, 2021 | Aug 11, 2026 | no | NUNDA, NY|ARCADE, NY|OLEAN, NY|CHEEKTOWAGA, NY|PERRY, NY|HAMBURG, NY|HAMBURG, NY|SPRINGVILLE, NY|ELLICOTTVILLE, NY|FILLMORE, NY | Previous registration |
| M&T SECURITIES, INC. | n/a | Mar 29, 2010 | Jun 9, 2021 | no | BATAVIA, NY|PERRY, NY|PERRY, NY|NUNDA, NY|SILVER SPRINGS, NY|BUFFALO, NY|CHEEKTOWAGA, NY|ARCADE, NY|DELEVAN, NY|Cheektowaga, NY|RUSHFORD, NY|OLEAN, NY|SPRINGVILLE, NY|ELLICOTTVILLE, NY|Williamsport, PA|Buffalo, NY|Cheektowaga, NY|BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | OSAIC WEALTH, INC. | Aug 11, 2026 | Jul 27, 2026 | -15 | Firm change | Ibd to ibd |
| M&T SECURITIES, INC. | LPL FINANCIAL LLC | Jun 9, 2021 | Jun 9, 2021 | 0 | Bulk transfer | Other |