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

Jan 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Jun 13, 2024

First registration

Jun 17, 2024

Dual registered

yes, broker-dealer

Other names

Stephanie Lee Miller|Stephanie Lee Osborn|Stephanie Osborn

IAPD individual key

6453887

• Occurred

  Nov 11, 2024
  Advisor changed firm

  Stephanie Lee Osborn left Commonwealth Financial Network for Osaic Wealth, Inc. (registered 2025-02-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a7df5a3d-46e4-41f0-7408-3bbb651bc176

First observed

Jun 17, 2024

Last observed

Sep 15, 2026 4 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.