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 ADVISORY SERVICES, LLC

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

Jun 1, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Mar 22, 2015

First registration

Dec 4, 2015

Dual registered

yes, broker-dealer

Other names

RYAN PHILLIP JOTKOFF

IAPD individual key

4235923

• Occurred

  Oct 26, 2022
  Advisor changed firm

  Ryan Philip Jotkoff left Jotkoff Financial Services, Inc. for Osaic Advisory Services, Llc (registered 2022-04-28)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fbcb5d97-e55f-3bae-1fff-c748a9119bb7

First observed

Dec 4, 2015

Last observed

Sep 14, 2026 4 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.