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Advisor at OSAIC WEALTH, INC.
San Diego, CA
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 | Jun 29, 2026 | n/a | yes | San Diego, CA | Current employment |
| TRILOGY CAPITAL, INC. | Independent wealth | Feb 2, 2016 | Jun 26, 2026 | no | SAN DIEGO, CA|IRVINE, CA|WEST COVINA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRILOGY CAPITAL, INC. | OSAIC WEALTH, INC. | Jun 26, 2026 | Jun 29, 2026 | 3 | Firm change | RIA to ibd |