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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)35 years in industry

ROBERT MARTIN TAYLOR

Advisor at OSAIC WEALTH, INC.

INDIANAPOLIS, IN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 15, 1999 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jul 8, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 8, 1991
First registration: Nov 15, 1999
Dual registered: yes, broker-dealer
Other names: BOB TAYLOR
IAPD individual key: 1055367

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 19, 2024	n/a	yes	INDIANAPOLIS, IN	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 11, 2006	Jan 19, 2024	no	INDIANAPOLIS, IN\|FORTVILLE, IN\|NORTHBROOK, IL	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	May 27, 2003	Oct 23, 2006	no	INDIANAPOLIS, IN	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Nov 15, 1999	Jan 6, 2003	no	INDIANAPOLIS, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WOODBURY FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Jan 19, 2024	Jan 19, 2024	0	Bulk transfer	Ibd to ibd
PRUCO SECURITIES, LLC	WOODBURY FINANCIAL SERVICES, INC.	Oct 23, 2006	Oct 11, 2006	-12	Firm change	Other
EQUITABLE ADVISORS, LLC	PRUCO SECURITIES, LLC	Jan 6, 2003	May 27, 2003	141	Firm change	Other

Relationships

Registered with (4)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 11, 2006 to Jan 19, 2024factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
May 27, 2003 to Oct 23, 2006factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 15, 1999 to Jan 6, 2003factForm ADV

Dated events

No dated event names this entity yet.