DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

JEREMY SCOTT CLARK

Advisor at OSAIC ADVISORY SERVICES, LLC

Mayfield Hts, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a325f069-b82b-76cd-7895-40e8e95a5abc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Jul 7, 2000 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 ADVISORY SERVICES, LLC
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: Apr 28, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Apr 28, 1998
First registration: Jul 7, 2000
Dual registered: yes, broker-dealer
IAPD individual key: 3047287

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 ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 8, 2024	n/a	yes	Mayfield Hts, OH	Current employment
ARBOR POINT ADVISORS	Former SEC adviser	Oct 4, 2023	Nov 8, 2024	no	MAYFIELD HEIGHTS, OH	Previous registration
BEACON FINANCIAL ADVISORY LLC	Independent wealth	Jul 1, 2015	Oct 9, 2023	no	CLEVELAND, OH	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	Jun 5, 2012	Oct 5, 2023	no	CLEVELAND, OH	Previous registration
LINCOLN INVESTMENT	Independent wealth	Jun 1, 2012	Jul 20, 2015	no	Cleveland, OH	Previous registration
CINCINNATI ANALYSTS, INC	Former SEC adviser	Apr 26, 2010	Jun 1, 2012	no	CLEVELAND, OH	Previous registration
SANDERS MORRIS LLC	Independent wealth	Sep 8, 2009	May 21, 2010	no	BEACHWOOD, OH	Previous registration
NRP ADVISORS, INC.	n/a	Aug 11, 2008	Aug 20, 2009	no	CLEVELAND, OH	Previous registration
GIRARD SECURITIES, INC.	Former SEC adviser	Feb 3, 2006	Aug 11, 2008	no	CLEVELAND, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 7, 2000	Feb 2, 2006	no	CLEVELAND, OH	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
ARBOR POINT ADVISORS	OSAIC ADVISORY SERVICES, LLC	Nov 8, 2024	Nov 8, 2024	0	Bulk transfer	Ibd to ibd
BEACON FINANCIAL ADVISORY LLC	ARBOR POINT ADVISORS	Oct 9, 2023	Oct 4, 2023	-5	Firm change	RIA to ibd
CAPITAL ANALYSTS	BEACON FINANCIAL ADVISORY LLC	Oct 5, 2023	Jul 1, 2015	-3,018	Firm change after gap	Other
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Jul 20, 2015	Jun 5, 2012	-1,140	Firm change after gap	Other
CINCINNATI ANALYSTS, INC	LINCOLN INVESTMENT	Jun 1, 2012	Jun 1, 2012	0	Bulk transfer	Other
SANDERS MORRIS LLC	CINCINNATI ANALYSTS, INC	May 21, 2010	Apr 26, 2010	-25	Firm change	Other
NRP ADVISORS, INC.	SANDERS MORRIS LLC	Aug 20, 2009	Sep 8, 2009	19	Firm change	Other
GIRARD SECURITIES, INC.	NRP ADVISORS, INC.	Aug 11, 2008	Aug 11, 2008	0	Firm change	Other
LPL FINANCIAL LLC	GIRARD SECURITIES, INC.	Feb 2, 2006	Feb 3, 2006	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
519:162200:OH:2015-07-20	Jul 20, 2015	Jun 5, 2012	CLEVELAND, OH	Firm change after gap

Relationships

Registered with (10)

→ OSAIC ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Nov 8, 2024 to presentfactForm ADV
→ ARBOR POINT ADVISORSRegistered adviserregistration: previous registration
Oct 4, 2023 to Nov 8, 2024factForm ADV
→ BEACON FINANCIAL ADVISORY LLCRegistered adviserregistration: previous registration
Jul 1, 2015 to Oct 9, 2023factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Jun 5, 2012 to Oct 5, 2023factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jun 1, 2012 to Jul 20, 2015factForm ADV
→ CINCINNATI ANALYSTS, INCRegistered adviserregistration: previous registration
Apr 26, 2010 to Jun 1, 2012factForm ADV
→ SANDERS MORRIS LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to May 21, 2010factForm ADV
→ NRP ADVISORS, INC.Registered adviserregistration: previous registration
Aug 11, 2008 to Aug 20, 2009factForm ADV
→ GIRARD SECURITIES, INC.Registered adviserregistration: previous registration
Feb 3, 2006 to Aug 11, 2008factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 7, 2000 to Feb 2, 2006factForm ADV

Dated events

Occurred
Oct 9, 2023
Advisor changed firm
Jeremy Scott Clark left Beacon Financial Advisory Llc for Arbor Point Advisors (registered 2023-10-04)
Form ADVobserved 3 days ago
Occurred
Oct 5, 2023
Advisor changed firm
Jeremy Scott Clark left Capital Analysts for Beacon Financial Advisory Llc (registered 2015-07-01)
Form ADVobserved 3 days ago