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

Dec 20, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S66|S63

First exam

Dec 20, 1997

First registration

Nov 13, 2003

Dual registered

no

Other names

DAVID CHARLES MICHALK

IAPD individual key

2951513

• Occurred

  Apr 15, 2024
  Advisor changed firm

  David C Michalk left Waterway Wealth Management, L.L.C. for Osaic Advisory Services, Llc (registered 2024-03-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ffe0c4d1-1fa6-fd25-2632-01af9bbcbbab

First observed

Nov 13, 2003

Last observed

Sep 15, 2026 6 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.