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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

RICHARD MANSFIELD POORE

Advisor at OSAIC WEALTH, INC.

Alpharetta, GA

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Search this name across graphsid dfx:ria:c9be26fe-2665-6ae8-18e7-af60aef12f3d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 24, 2009 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: Nov 11, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 7
Exams: S66|S63
First exam: Nov 11, 1992
First registration: Nov 24, 2009
Dual registered: yes, broker-dealer
IAPD individual key: 2286538

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	Aug 23, 2024	n/a	yes	Alpharetta, GA	Current employment
TRIAD ADVISORS, LLC	Former SEC adviser	Nov 10, 2021	Aug 23, 2024	no	Milton, GA\|Alpharetta, GA\|ATLANTA, GA\|Alpharetta, GA	Previous registration
BLUECHIP WEALTH ADVISORS LLC	Independent wealth	Oct 6, 2011	Dec 14, 2021	no	MILTON, GA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 24, 2009	Jun 29, 2011	no	ATLANTA, GA	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
TRIAD ADVISORS, LLC	OSAIC WEALTH, INC.	Aug 23, 2024	Aug 23, 2024	0	Bulk transfer	Ibd to ibd
BLUECHIP WEALTH ADVISORS LLC	TRIAD ADVISORS, LLC	Dec 14, 2021	Nov 10, 2021	-34	Firm change after gap	RIA to ibd
STRATEGIC ADVISERS LLC	BLUECHIP WEALTH ADVISORS LLC	Jun 29, 2011	Oct 6, 2011	99	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Aug 23, 2024 to presentfactForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 10, 2021 to Aug 23, 2024factForm ADV
→ BLUECHIP WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Oct 6, 2011 to Dec 14, 2021factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Nov 24, 2009 to Jun 29, 2011factForm ADV

Dated events

No dated event names this entity yet.