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 26, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Feb 26, 1986

First registration

Oct 11, 2005

Dual registered

yes, broker-dealer

IAPD individual key

1459820

• Occurred

  Dec 3, 2025
  Advisor changed firm

  Dale Barton Sailors left The Ameriflex Group for Osaic Wealth, Inc. (registered 2025-03-07)

  Form ADVobserved 6 days ago
• Occurred

  Oct 13, 2023
  Advisor changed firm

  Dale Barton Sailors left Principal Securities, Inc. for The Ameriflex Group (registered 2023-11-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e32ed9d5-0761-ffed-6cc9-739af3c28f43

First observed

Oct 11, 2005

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.