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Advisor at OSAIC WEALTH, INC.
OZARK, MO
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 | Sep 20, 2024 | n/a | yes | OZARK, MO | Current employment |
| WEALTHCARE ASSET MANAGEMENT, LLC | Independent wealth | Feb 21, 2023 | Sep 11, 2024 | no | SPRINGFIELD, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHCARE ASSET MANAGEMENT, LLC | OSAIC WEALTH, INC. | Sep 11, 2024 | Sep 20, 2024 | 9 | Firm change | RIA to ibd |