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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Mar 28, 2022

First registration

Apr 13, 2022

Dual registered

yes, broker-dealer

Other names

Julian Marco Arribas

IAPD individual key

7442909

• Occurred

  Aug 15, 2023
  Advisor changed firm

  Julian M Arribas left Copperleaf Capital, Llc for Osaic Wealth, Inc. (registered 2024-09-18)

  Form ADVobserved 5 days ago
• Occurred

  Aug 12, 2022
  Advisor changed firm

  Julian M Arribas left Destiny Wealth Partners, Llc for Copperleaf Capital, Llc (registered 2022-10-26)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ecd0d1a4-a7d0-c5c5-6beb-9cbbe88004ba

First observed

Apr 13, 2022

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.