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Advisor at OSAIC ADVISORY SERVICES, LLC
ATLANTA, GA | MERIDIAN, ID
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 ADVISORY SERVICES, LLC | Bd affiliated wealth | Sep 19, 2025 | n/a | yes | MERIDIAN, ID|ATLANTA, GA | Current employment |
| PFG ADVISORS | Independent wealth | Apr 18, 2018 | Nov 1, 2025 | no | SANTA MONICA, CA|Meridian, ID | Previous registration |
| CUE FINANCIAL GROUP, INC. | Former SEC adviser | Jul 8, 1997 | Dec 31, 2018 | no | SANTA MONICA, CA|WOODLAND HILLS, CA|Woodland Hills, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PFG ADVISORS | OSAIC ADVISORY SERVICES, LLC | Nov 1, 2025 | Sep 19, 2025 | -43 | Firm change after gap | RIA to ibd |
| CUE FINANCIAL GROUP, INC. | PFG ADVISORS | Dec 31, 2018 | Apr 18, 2018 | -257 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173344:171070:ID:2025-11-01 | Nov 1, 2025 | Sep 19, 2025 | MERIDIAN, ID | Firm change after gap |