DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Robert Edgar Bedritis

Oswego Private Wealth Managementstate registeredLake Oswego, OrIA-onlyIAPD 1058646

Feed of 09/14/2026

At current firm

0 y

since Oct 29, 2025

In the industry

34 y

since Nov 11, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/robert-bedritis-crc%C2%AE-05140613reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Oswego Private Wealth Management state registered current
since Oct 29, 2025 · Lake Oswego, Or
Oswego Wealth Management, Inc. unclassified
Dec 22, 2020 to Jun 30, 2021 · Tualatin, Or
Wellspring Advisors, Inc. independent RIA
Apr 23, 2018 to Jul 21, 2020 · Hillsboro, Or
LPL Financial LLC BD affiliated
Apr 17, 2018 to Nov 9, 2023 · Lake Oswego, Or
Wellspring Advisors, Inc. independent RIA
Feb 23, 2015 to Apr 17, 2018 · Hillsboro, Or
Principal Securities, Inc. BD affiliated
Oct 14, 2014 to Feb 20, 2015 · Lake Oswego, Or
Sca former
Mar 13, 2014 to Oct 7, 2014 · Lake Oswego, Or
Avier Wealth Advisors independent RIA
Apr 22, 2013 to Aug 9, 2013 · Bellevue, Wa
Provest Capital Management LLC former
Sep 3, 2010 to Jun 28, 2012 · Lake Oswego, Or
Private Consulting Group, Inc. unclassified
Jan 29, 2007 to Dec 21, 2007 · Portland, Or
Bas Management, LLC unclassified
Dec 8, 2006 to Jan 31, 2007 · Portland, Or
Beacon Rock Capital, LLC unclassified
Sep 22, 2006 to Oct 27, 2006 · Portland, Or
Beacon Alternative Strategies LLC unclassified
Aug 16, 2006 to Jan 31, 2007 · Portland, Or
Keybanc Capital Markets Inc. unclassified
Jun 1, 2005 to Jul 27, 2006 · Portland, Or
Banc Of America Investment Services, Inc. unclassified
Mar 25, 2005 to Jun 17, 2005 · Portland, Or

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Wellspring Advisors, Inc.
left Nov 9, 2023, registered Apr 23, 2018 (-2026 days) · Affiliated broker-dealer or bank to independent RIA
Oswego Wealth Management, Inc. to Oswego Private Wealth Management
left Jun 30, 2021, registered Oct 29, 2025 (1582 days) · Other
Wellspring Advisors, Inc. to Oswego Wealth Management, Inc.
left Jul 21, 2020, registered Dec 22, 2020 (154 days) · Other
Wellspring Advisors, Inc. to LPL Financial LLC
left Apr 17, 2018, registered Apr 17, 2018 (0 days) · RIA to RIA
Principal Securities, Inc. to Wellspring Advisors, Inc.
left Feb 20, 2015, registered Feb 23, 2015 (3 days) · Other
Sca to Principal Securities, Inc.
left Oct 7, 2014, registered Oct 14, 2014 (7 days) · Other
Avier Wealth Advisors to Sca
left Aug 9, 2013, registered Mar 13, 2014 (216 days) · Other
Provest Capital Management LLC to Avier Wealth Advisors
left Jun 28, 2012, registered Apr 22, 2013 (298 days) · Other
Private Consulting Group, Inc. to Provest Capital Management LLC
left Dec 21, 2007, registered Sep 3, 2010 (987 days) · Other
Beacon Alternative Strategies LLC to Beacon Rock Capital, LLC
left Jan 31, 2007, registered Sep 22, 2006 (-131 days) · Other
Bas Management, LLC to Private Consulting Group, Inc.
left Jan 31, 2007, registered Jan 29, 2007 (-2 days) · Other
Beacon Rock Capital, LLC to Bas Management, LLC
left Oct 27, 2006, registered Dec 8, 2006 (42 days) · Other
Keybanc Capital Markets Inc. to Beacon Alternative Strategies LLC
left Jul 27, 2006, registered Aug 16, 2006 (20 days) · Other
Banc Of America Investment Services, Inc. to Keybanc Capital Markets Inc.
left Jun 17, 2005, registered Jun 1, 2005 (-16 days) · Other

Signals

Robert Edgar Bedritis left Lpl Financial Llc for Wellspring Advisors, Inc. (registered 2018-04-23)
Nov 9, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address