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Advisor at SANTORI & PETERS
CANONSBURG, PA
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 |
|---|---|---|---|---|---|---|
| SANTORI & PETERS | Independent wealth | Aug 6, 2025 | n/a | yes | CANONSBURG, PA | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 24, 2025 | Jul 14, 2025 | no | Canonsburg, PA|CANONSBURG, PA | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Jan 4, 2023 | Jan 24, 2025 | no | CANONSBURG, PA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jul 15, 2021 | May 27, 2022 | no | CANONSBURG, PA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 7, 2020 | Jul 19, 2021 | no | CANONSBURG, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | SANTORI & PETERS | Jul 14, 2025 | Aug 6, 2025 | 23 | Firm change | Ibd to RIA |
| OSAIC FA, INC. | OSAIC WEALTH, INC. | Jan 24, 2025 | Jan 24, 2025 | 0 | Bulk transfer | Ibd to ibd |
| UBS FINANCIAL SERVICES INC. | OSAIC FA, INC. | May 27, 2022 | Jan 4, 2023 | 222 | Firm change | Wirehouse to ibd |
| WELLS FARGO ADVISORS | UBS FINANCIAL SERVICES INC. | Jul 19, 2021 | Jul 15, 2021 | -4 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:8174:PA:2021-07-19 | Jul 19, 2021 | Jul 15, 2021 | CANONSBURG, PA | Firm change |