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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)29 years in industry

JASON VITUCCI

Advisor at OSAIC WEALTH, INC.

Albany, CA | WALNUT CREEK, CA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 18, 2008 to Sep 15, 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: Aug 27, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 27, 1997
First registration: Sep 18, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 2913455

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	Jul 10, 2023	n/a	yes	Albany, CA\|WALNUT CREEK, CA	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Nov 12, 2020	Jul 28, 2023	no	WALNUT CREEK, CA	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jul 2, 2012	Nov 12, 2020	no	KENSINGTON, CA	Previous registration
FIRST ALLIED SECURITIES, INC.	Former SEC adviser	Dec 12, 2008	Jul 2, 2012	no	SAN DIEGO, CA\|Walnut Creek, CA\|PLEASANT HILL, CA\|Albany, CA	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Oct 17, 2008	Dec 15, 2008	no	WALNUT CREEK, CA	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Sep 18, 2008	Oct 17, 2008	no	PHOENIX, AZ\|WALNUT CREEK, CA	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
CETERA INVESTMENT ADVISERS LLC	OSAIC WEALTH, INC.	Jul 28, 2023	Jul 10, 2023	-18	Firm change	Ibd to ibd
FIRST ALLIED ADVISORY SERVICES, INC.	CETERA INVESTMENT ADVISERS LLC	Nov 12, 2020	Nov 12, 2020	0	Bulk transfer	Ibd to ibd
FIRST ALLIED SECURITIES, INC.	FIRST ALLIED ADVISORY SERVICES, INC.	Jul 2, 2012	Jul 2, 2012	0	Bulk transfer	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	FIRST ALLIED SECURITIES, INC.	Dec 15, 2008	Dec 12, 2008	-3	Firm change	Other
SAGEPOINT FINANCIAL, INC.	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Oct 17, 2008	Oct 17, 2008	0	Firm change	Other

Relationships

Registered with (6)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jul 10, 2023 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Nov 12, 2020 to Jul 28, 2023factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 2, 2012 to Nov 12, 2020factForm ADV
→ FIRST ALLIED SECURITIES, INC.Registered adviserregistration: previous registration
Dec 12, 2008 to Jul 2, 2012factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Oct 17, 2008 to Dec 15, 2008factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Sep 18, 2008 to Oct 17, 2008factForm ADV

Dated events

Occurred
Jul 28, 2023
Advisor changed firm
Jason Vitucci left Cetera Investment Advisers Llc for Osaic Wealth, Inc. (registered 2023-07-10)
Form ADVobserved 4 days ago