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

Dec 22, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S63

First exam

Dec 22, 2009

First registration

Jul 7, 2022

Dual registered

yes, broker-dealer

Other names

ANDREW WILSON|ANDY WILSON

IAPD individual key

5160875

• Occurred

  Feb 25, 2025
  Advisor changed firm

  Andrew Louis Wilson left Principal Securities, Inc. for Osaic Wealth, Inc. (registered 2025-02-18)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c1dc2b76-d32f-13c5-408b-e4ec656300b9

First observed

Jul 7, 2022

Last observed

Sep 14, 2026 5 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.