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RIA / WealthAdvisorCertified Financial Planner32 years in industry

RICHARD JOSEPH OSIKOWICZ

Advisor at GLASS JACOBSON WEALTH ADVISORS

OWINGS MILLS, MD | Owings Mills, MD | DENVER, CO

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 23, 1998 to Sep 15, 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: GLASS JACOBSON WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 13, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 13, 1994
First registration: Nov 23, 1998
Dual registered: no
Other names: RICHARD JOSEPH OSIKOWICZ|RICHARD JOSEPH OSIKOWICZ
IAPD individual key: 2524426

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
MERCER GLOBAL ADVISORS INC.	Independent wealth	Dec 19, 2025	n/a	yes	Owings Mills, MD\|DENVER, CO	Current employment
GLASS JACOBSON WEALTH ADVISORS	Independent wealth	Aug 3, 2018	n/a	yes	OWINGS MILLS, MD	Current employment
PNC CAPITAL ADVISORS LLC	Other adviser	Dec 3, 2013	Jul 16, 2018	no	BALTIMORE, MD	Previous registration
PLANNING SOLUTIONS GROUP, LLC	Former SEC adviser	Dec 19, 2011	Jun 21, 2013	no	FULTON, MD	Previous registration
TRIAD ADVISORS, LLC	Former SEC adviser	Oct 11, 2011	Jun 20, 2013	no	Fulton, MD	Previous registration
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Nov 23, 1998	Aug 7, 2004	no	BALTIMORE, MD	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
PNC CAPITAL ADVISORS LLC	GLASS JACOBSON WEALTH ADVISORS	Jul 16, 2018	Aug 3, 2018	18	Firm change	Other
PLANNING SOLUTIONS GROUP, LLC	PNC CAPITAL ADVISORS LLC	Jun 21, 2013	Dec 3, 2013	165	Firm change	Other
TRIAD ADVISORS, LLC	PLANNING SOLUTIONS GROUP, LLC	Jun 20, 2013	Dec 19, 2011	-549	Firm change after gap	Other
T. ROWE PRICE ADVISORY SERVICES, INC.	TRIAD ADVISORS, LLC	Aug 7, 2004	Oct 11, 2011	2,621	Firm change after gap	Other

Relationships

Registered with (6)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Dec 19, 2025 to presentfactForm ADV
→ GLASS JACOBSON WEALTH ADVISORSRegistered adviserregistration: current employment
Aug 3, 2018 to presentfactForm ADV
→ PNC CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Dec 3, 2013 to Jul 16, 2018factForm ADV
→ PLANNING SOLUTIONS GROUP, LLCRegistered adviserregistration: previous registration
Dec 19, 2011 to Jun 21, 2013factForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 11, 2011 to Jun 20, 2013factForm ADV
→ T. ROWE PRICE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Nov 23, 1998 to Aug 7, 2004factForm ADV

Dated events

No dated event names this entity yet.