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

LPL FINANCIAL LLC

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

Dec 1, 1986earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Jul 31, 1997

First registration

Jul 14, 1989

Dual registered

yes, broker-dealer

IAPD individual key

1077709

• Occurred

  Dec 31, 2022
  Advisor changed firm

  Wayne Allan Staschke left Guilford Financial Group, Inc. for Osaic Wealth, Inc. (registered 1993-04-13)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d80ceddb-0f65-1e92-ab09-422f55f9becf

First observed

Jul 14, 1989

Last observed

Sep 14, 2026 6 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.