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

Feb 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Apr 14, 2023

First registration

Apr 17, 2023

Dual registered

yes, broker-dealer

Other names

Stephon Nino Briganti-Ortiz|STEPHON Nino BRIGANTIORTIZ|Stephon Nino Briganti|STEPHON N BRIGANTIORTIZ|Stephon N Briganti-Ortiz

IAPD individual key

7341309

• Occurred

  May 2, 2025
  Advisor changed firm

  Stephon Nino Briganti-Ortiz left J.P. Morgan Securities Llc for Osaic Wealth, Inc. (registered 2025-05-06)

  Form ADVobserved 5 days ago
• Occurred

  Feb 8, 2024
  Advisor changed firm

  Stephon Nino Briganti-Ortiz left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2024-02-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dc181c66-a07d-2ccf-42b8-238359ce798d

First observed

Apr 17, 2023

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.