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

Sep 3, 1985earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

8

Designations

Certified Financial Planner

Exams

S63

First exam

Sep 3, 1985

First registration

May 21, 1999

Dual registered

yes, broker-dealer

IAPD individual key

1408207

• Occurred

  Nov 21, 2023
  Advisor changed firm

  Kent Matthew Porter left Diversified Financial Advisory Group, Inc. for Fsc Securities Corporation (registered 2001-04-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d365162f-5c4f-0b17-b86a-497b80950c84

First observed

May 21, 1999

Last observed

Sep 14, 2026 7 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.