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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)40 years in industry

JUDY LYNN COPENBARGER

Advisor at OSAIC WEALTH, INC.

ORANGE, CA | IRVINE, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 8, 2007 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: Oct 1, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Oct 27, 2000
First registration: Nov 8, 2007
Dual registered: yes, broker-dealer
Other names: JUDI L HICK|JUDI LYNN HICKS|JUDI LYNN COPENBARGER|JUDY LYNN COPENBARGER|JUDY LYNN COPENBARGER
IAPD individual key: 2410553

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	IRVINE, CA	Current employment
MONEY TRUTH STRATEGIC PLANNING	State registered	Jul 8, 2019	n/a	yes	ORANGE, CA	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 1, 2019	Jan 19, 2024	no	IRVINE, CA	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Aug 26, 2015	Mar 1, 2019	no	NEWPORT BEACH, CA\|MINNEAPOLIS, MN	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Mar 17, 2008	Aug 20, 2015	no	SAN GABRIEL, CA\|SAN GABRIEL, CA\|IRVINE, CA\|Windsor, CT\|Windsor, CT	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Nov 8, 2007	Apr 11, 2008	no	NEWPORT BEACH, CA\|IRVINE, CA\|IRVINE, CA	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.	MONEY TRUTH STRATEGIC PLANNING	Jan 19, 2024	Jul 8, 2019	-1,656	Firm change after gap	Ibd to state RIA
QUESTAR ASSET MANAGEMENT, INC.	WOODBURY FINANCIAL SERVICES, INC.	Mar 1, 2019	Mar 1, 2019	0	Bulk transfer	Ibd to ibd
VOYA FINANCIAL ADVISORS, INC.	QUESTAR ASSET MANAGEMENT, INC.	Aug 20, 2015	Aug 26, 2015	6	Firm change	Other
OSAIC WEALTH, INC.	VOYA FINANCIAL ADVISORS, INC.	Apr 11, 2008	Mar 17, 2008	-25	Firm change	Other

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Nov 8, 2007 to Apr 11, 2008factForm ADV
→ MONEY TRUTH STRATEGIC PLANNINGRegistered adviserregistration: current employment
Jul 8, 2019 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 1, 2019 to Jan 19, 2024factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 26, 2015 to Mar 1, 2019factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 17, 2008 to Aug 20, 2015factForm ADV

Dated events

Occurred
Jan 19, 2024
Advisor changed firm
Judy Lynn Copenbarger left Woodbury Financial Services, Inc. for Money Truth Strategic Planning (registered 2019-07-08)
Form ADVobserved 6 days ago