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Advisor at OSAIC WEALTH, INC.
CHESAPEAKE, VA | VIRGINIA BEACH, VA
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 24, 2025 | n/a | yes | CHESAPEAKE, VA|VIRGINIA BEACH, VA | Current employment |
| OSAIC FA, INC. | Former SEC adviser | Jun 19, 2012 | Jan 24, 2025 | no | VIRGINIA BEACH, VA | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Aug 23, 2011 | Jun 21, 2012 | no | RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC FA, INC. | OSAIC WEALTH, INC. | Jan 24, 2025 | Jan 24, 2025 | 0 | Bulk transfer | Ibd to ibd |
| VALIC FINANCIAL ADVISORS, INC. | OSAIC FA, INC. | Jun 21, 2012 | Jun 19, 2012 | -2 | Firm change | Other |