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.

Current firm

OSPREY PRIVATE WEALTH LLC

Current firm class

independent 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, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

First registration

Aug 2, 2021

Dual registered

no

IAPD individual key

1785868

• Occurred

  May 23, 2024
  Advisor changed firm

  John Scott Roscoe left Corient for Osprey Private Wealth Llc (registered 2025-11-04)

  Form ADVobserved 5 days ago
• Occurred

  May 23, 2024
  Advisor changed firm

  John Scott Roscoe left Roosevelt Investments for Corient (registered 2023-02-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8d31daed-702b-51a1-2321-41fe350d83e2

First observed

Aug 2, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.