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Reading the graph
Advisor at OSAIC WEALTH, INC.
INDIALANTIC, FL | SEBASTIAN, FL | Sebastian, FL | Vero Beach, FL | Indialantic, FL | VERO BEACH, FL
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 |
|---|---|---|---|---|---|---|
| SIGNATURE EQUITY PARTNERS, LLC | Independent wealth | Feb 11, 2026 | n/a | yes | Vero Beach, FL|Sebastian, FL|Indialantic, FL | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Aug 8, 2023 | n/a | yes | INDIALANTIC, FL|SEBASTIAN, FL|VERO BEACH, FL | Current employment |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | May 19, 1999 | Aug 29, 2023 | no | ORLANDO, FL|ORLANDO, FL|SEBASTIAN, FL|MELBOURNE, FL|ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | OSAIC WEALTH, INC. | Aug 29, 2023 | Aug 8, 2023 | -21 | Firm change | Ibd to ibd |