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Advisor at AUSDAL FINANCIAL PARTNERS, INC.
Warren, OH | CANFIELD, OH | Ashtabula, OH | BOARDMAN, OH
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 |
|---|---|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS, INC. | Independent wealth | Mar 12, 2025 | n/a | yes | BOARDMAN, OH|Ashtabula, OH|CANFIELD, OH|Warren, OH | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Oct 11, 2024 | Mar 13, 2025 | no | SCOTTSDALE, AZ|CANFIELD, OH|WARREN, OH|Youngstown, OH | Previous registration |
| AMERICAN PORTFOLIOS ADVISORS, INC | Former SEC adviser | Aug 7, 2007 | Oct 11, 2024 | no | HOLBROOK, NY | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Sep 1, 2006 | May 30, 2007 | no | WARREN, OH | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Jan 7, 2005 | Dec 14, 2005 | no | WARREN , OH | Previous registration |
| QUESTAR CAPITAL CORPORATION | n/a | Dec 4, 2003 | Dec 31, 2005 | no | WARREN, OH|WARREN, OH | Previous registration |
| WALNUT STREET ADVISERS INC | n/a | Jan 1, 2001 | Jun 20, 2003 | no | BOARDMAN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | AUSDAL FINANCIAL PARTNERS, INC. | Mar 13, 2025 | Mar 12, 2025 | -1 | Firm change | Ibd to RIA |
| AMERICAN PORTFOLIOS ADVISORS, INC | OSAIC WEALTH, INC. | Oct 11, 2024 | Oct 11, 2024 | 0 | Bulk transfer | Ibd to ibd |
| QUESTAR ASSET MANAGEMENT, INC. | AMERICAN PORTFOLIOS ADVISORS, INC | May 30, 2007 | Aug 7, 2007 | 69 | Firm change | Other |
| QUESTAR CAPITAL CORPORATION | QUESTAR ASSET MANAGEMENT, INC. | Dec 31, 2005 | Jan 7, 2005 | -358 | Bulk transfer | Other |
| WALNUT STREET ADVISERS INC | QUESTAR CAPITAL CORPORATION | Jun 20, 2003 | Dec 4, 2003 | 167 | Firm change | Other |