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Advisor at OSAIC WEALTH, INC.
Marlton, NJ | East Windsor, NJ | LAVISTA, NE
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 WEALTH, INC. | Bd affiliated wealth | Jan 5, 2026 | n/a | yes | Marlton, NJ|LAVISTA, NE|East Windsor, NJ | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Apr 21, 2022 | Jan 7, 2026 | no | Cranford, NJ|CRANBURY, NJ|Radnor, PA|East Windsor, NJ | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jun 14, 2021 | Dec 31, 2021 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jun 10, 2003 | Apr 1, 2005 | no | PRINCETON, NJ | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jul 2, 2002 | Apr 21, 2003 | no | LAWRENCEVILLE, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | OSAIC WEALTH, INC. | Jan 7, 2026 | Jan 5, 2026 | -2 | Firm change | Ibd to ibd |
| EQUITABLE ADVISORS, LLC | MML INVESTORS SERVICES, LLC | Apr 1, 2005 | Jun 14, 2021 | 5,918 | Firm change after gap | Ibd to ibd |
| MORGAN STANLEY DW INC. | EQUITABLE ADVISORS, LLC | Apr 21, 2003 | Jun 10, 2003 | 50 | Firm change | Other |