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.

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

May 13, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

May 13, 1994

First registration

May 27, 2009

Dual registered

yes, broker-dealer

Other names

BILL N YAKOBOVICH

IAPD individual key

473907

• Occurred

  Dec 3, 2024
  Advisor changed firm

  William Nicholas Yakobovich left Independent Financial Group, Llc for Osaic Wealth, Inc. (registered 2024-12-02)

  Form ADVobserved 5 days ago
• Occurred

  Jul 15, 2022
  Advisor changed firm

  William Nicholas Yakobovich left Npb Financial Group, Llc for Independent Financial Group, Llc (registered 2022-07-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a681df3b-3cab-0f74-ba71-ec7cab2370f6

First observed

May 27, 2009

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.