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

Richard John Denardi

Osaic Wealth, Inc.BD affiliatedTimonium, Md dual registrantIAPD 1799561

Feed of 09/14/2026

Also filed as Rich Denardi

At current firm

3 y

since Jul 21, 2023

In the industry

26 y

since May 12, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Osaic Wealth, Inc. BD affiliated current
since Jul 21, 2023 · Bel Air, Md
Nationwide Investment Advisors, LLC BD affiliated
Jul 14, 2014 to Jul 20, 2023 · Columbus, Oh
Chapin Davis Asset Management independent RIA
Oct 19, 2012 to May 6, 2013 · Baltimore, Md
M&T Securities, Inc. unclassified
Dec 14, 2004 to Aug 4, 2005 · Cheektowaga, Ny
Ferris, Baker Watts, LLC unclassified
Apr 23, 2001 to Dec 3, 2004 · Baltimore, Md

Moves

a registration end followed by a registration begin elsewhere

Nationwide Investment Advisors, LLC to Osaic Wealth, Inc.
left Jul 20, 2023, registered Jul 21, 2023 (1 days) · Affiliated broker-dealer or bank to another
Chapin Davis Asset Management to Nationwide Investment Advisors, LLC
left May 6, 2013, registered Jul 14, 2014 (434 days) · Other
M&T Securities, Inc. to Chapin Davis Asset Management
left Aug 4, 2005, registered Oct 19, 2012 (2633 days) · Other
Ferris, Baker Watts, LLC to M&T Securities, Inc.
left Dec 3, 2004, registered Dec 14, 2004 (11 days) · Other

Signals

Richard John Denardi left Nationwide Investment Advisors, Llc for Osaic Wealth, Inc. (registered 2023-07-21)
Jul 20, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address