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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

DEREK DEMAR BOHNE

Advisor at OSAIC WEALTH, INC.

MIDVALE, UT

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Search this name across graphsid dfx:ria:94bf01c2-7240-c7ea-5622-38567e666fdc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 3, 2003 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: Jul 16, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jul 16, 1993
First registration: Jun 3, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 2361907

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	Jun 14, 2024	n/a	yes	MIDVALE, UT	Current employment
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Aug 13, 2018	Jun 14, 2024	no	MIDVALE, UT	Previous registration
ALLEGIS INVESTMENT ADVISORS, LLC	Former SEC adviser	Mar 26, 2013	Jun 28, 2018	no	SOUTH JORDAN, UT\|IDAHO FALLS, ID	Previous registration
ALLEGIS ADVISORS, INC.	n/a	May 5, 2005	Jul 5, 2006	no	SALT LAKE CITY, UT	Previous registration
ESI FINANCIAL ADVISORS	Independent wealth	Jun 3, 2003	Apr 27, 2005	no	MIDVALE, UT	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
SECURITIES AMERICA ADVISORS, INC.	OSAIC WEALTH, INC.	Jun 14, 2024	Jun 14, 2024	0	Bulk transfer	Ibd to ibd
ALLEGIS INVESTMENT ADVISORS, LLC	SECURITIES AMERICA ADVISORS, INC.	Jun 28, 2018	Aug 13, 2018	46	Firm change	RIA to ibd
ALLEGIS ADVISORS, INC.	ALLEGIS INVESTMENT ADVISORS, LLC	Jul 5, 2006	Mar 26, 2013	2,456	Firm change after gap	Other
ESI FINANCIAL ADVISORS	ALLEGIS ADVISORS, INC.	Apr 27, 2005	May 5, 2005	8	Firm change	Other

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jun 14, 2024 to presentfactForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Aug 13, 2018 to Jun 14, 2024factForm ADV
→ ALLEGIS INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 26, 2013 to Jun 28, 2018factForm ADV
→ ALLEGIS ADVISORS, INC.Registered adviserregistration: previous registration
May 5, 2005 to Jul 5, 2006factForm ADV
→ ESI FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jun 3, 2003 to Apr 27, 2005factForm ADV

Dated events

No dated event names this entity yet.