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Advisor at OSAIC WEALTH, INC.
Vienna, VA | OLNEY, MD | Bethesda, MD
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 |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 19, 2024 | n/a | yes | Bethesda, MD|Vienna, VA|OLNEY, MD|Bethesda, MD | Current employment |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 11, 2021 | Jan 19, 2024 | no | Bethesda, MD|OLNEY, MD|Vienna, VA | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 6, 2016 | May 3, 2021 | no | KENSINGTON, MD|WASHINGTON, DC|SILVER SPRINGS, MD|SILVER SPRING, MD|SILVER SPRING, MD|ROCKVILLE, MD|KENSINGTON, MD | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Nov 13, 2014 | Dec 31, 2016 | no | ROCKVILLE, MD|MONTGOMERY VILLAGE, MD|GAITHERSBURG, MD|SILVER SPRING, MD|SILVER SPRING, MD|KENSINGTON, MD|WASHINGTON, DC|SILVER SPRING, MD|SILVER SPRING, MD|KENSINGTON, MD|KENSINGTON, MD | Previous registration |
| CAPITAL ONE FINANCIAL ADVISORS LLC | n/a | Apr 27, 2010 | Nov 5, 2014 | no | MELVILLE, NY | Previous registration |
| CHEVY CHASE FINANCIAL SERVICES | n/a | May 12, 2006 | May 7, 2010 | no | BETHESDA, MD|BETHESDA, MD|BETHESDA, MD | Previous registration |
| CHEVY CHASE FINANCIAL SERVICES | n/a | May 29, 2003 | Jan 28, 2004 | no | BETHESDA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES, INC. | OSAIC WEALTH, INC. | Jan 19, 2024 | Jan 19, 2024 | 0 | Bulk transfer | Ibd to ibd |
| TRUIST ADVISORY SERVICES, INC. | WOODBURY FINANCIAL SERVICES, INC. | May 3, 2021 | Jun 11, 2021 | 39 | Firm change | Ibd to ibd |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Sep 6, 2016 | -116 | Bulk transfer | Other |
| CAPITAL ONE FINANCIAL ADVISORS LLC | SUNTRUST INVESTMENT SERVICES, INC. | Nov 5, 2014 | Nov 13, 2014 | 8 | Firm change | Other |
| CHEVY CHASE FINANCIAL SERVICES | CAPITAL ONE FINANCIAL ADVISORS LLC | May 7, 2010 | Apr 27, 2010 | -10 | Bulk transfer | Other |