DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

DAVID JUSTIN MELNYK

Advisor at OSAIC INSTITUTIONS, INC.

Jupiter, FL | Longwood, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f5e16267-cee0-db2d-b0fd-bb4c82ebc857

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 17, 2014 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSAIC INSTITUTIONS, 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, 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: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 26, 2014
First registration: Oct 17, 2014
Dual registered: yes, broker-dealer
IAPD individual key: 6290703

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Jul 28, 2025	n/a	yes	Longwood, FL\|Jupiter, FL\|Longwood, FL	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 30, 2020	Aug 11, 2025	no	Longwood, FL\|Longwood, FL	Previous registration
ASSET ADVISORS OF AMERICA, LLC	Former SEC adviser	Nov 22, 2017	Nov 25, 2020	no	LONGWOOD, FL	Previous registration
DESTINY WEALTH PARTNERS, LLC	Independent wealth	Apr 17, 2017	Dec 1, 2020	no	TAVARES, FL	Previous registration
RUGGIE WEALTH MANAGEMENT	Former SEC adviser	Jan 13, 2017	Jan 6, 2020	no	TAVARES, FL	Previous registration
BROADPOINT FINANCIAL, LLC	n/a	Oct 17, 2014	Dec 8, 2016	no	VERO BEACH, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	OSAIC INSTITUTIONS, INC.	Aug 11, 2025	Jul 28, 2025	-14	Firm change	Ibd to ibd
DESTINY WEALTH PARTNERS, LLC	ASSET ADVISORS OF AMERICA, LLC	Dec 1, 2020	Nov 22, 2017	-1,105	Firm change after gap	Other
ASSET ADVISORS OF AMERICA, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Nov 25, 2020	Nov 30, 2020	5	Firm change	Other
RUGGIE WEALTH MANAGEMENT	DESTINY WEALTH PARTNERS, LLC	Jan 6, 2020	Apr 17, 2017	-994	Firm change after gap	Other
BROADPOINT FINANCIAL, LLC	RUGGIE WEALTH MANAGEMENT	Dec 8, 2016	Jan 13, 2017	36	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6363:35371:FL:2025-08-11	Aug 11, 2025	Jul 28, 2025	LONGWOOD, FL	Firm change

Relationships

Registered with (6)

→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: current employment
Jul 28, 2025 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 30, 2020 to Aug 11, 2025factForm ADV
→ DESTINY WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Apr 17, 2017 to Dec 1, 2020factForm ADV
→ ASSET ADVISORS OF AMERICA, LLCRegistered adviserregistration: previous registration
Nov 22, 2017 to Nov 25, 2020factForm ADV
→ RUGGIE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 13, 2017 to Jan 6, 2020factForm ADV
→ BROADPOINT FINANCIAL, LLCRegistered adviserregistration: previous registration
Oct 17, 2014 to Dec 8, 2016factForm ADV

Dated events

Occurred
Aug 11, 2025
Advisor changed firm
David Justin Melnyk left Ameriprise Financial Services, Llc for Osaic Institutions, Inc. (registered 2025-07-28)
Form ADVobserved 4 days ago