DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at OSAIC WEALTH, INC.
Mobile, AL | DAPHNE, AL
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 | Jul 8, 2026 | n/a | yes | Mobile, AL|DAPHNE, AL | Current employment |
| PRIMERICA ADVISORS | National bd RIA | May 31, 2017 | Jul 16, 2026 | no | MOBILE, AL|MOBILE, AL|MOBILE, AL | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Mar 25, 2014 | Apr 28, 2017 | no | MOBILE, AL|BIRMINGHAM, AL|SARALAND, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | OSAIC WEALTH, INC. | Jul 16, 2026 | Jul 8, 2026 | -8 | Firm change | Ibd to ibd |
| PNC WEALTH MANAGEMENT | PRIMERICA ADVISORS | Apr 28, 2017 | May 31, 2017 | 33 | Firm change | Other |