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

Mark Owen Vandevelde

Osaic Wealth, Inc.BD affiliatedAuburn, Indual registrantIAPD 4186630

Certified Financial Planner

Feed of 09/14/2026

Also filed as Mark Owen Vande Velde

At current firm

1 y

since Feb 4, 2025

In the industry

26 y

since Jun 16, 2000 (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

Registration history

IAPD current and previous registrations

Osaic Wealth, Inc. BD affiliated current
since Feb 4, 2025 · Auburn, In
LPL Financial LLC BD affiliated
Feb 14, 2018 to Feb 11, 2025 · Auburn, In
Sii Investments, Inc. former
Feb 27, 2015 to Feb 15, 2018 · Auburn, In
LPL Financial LLC BD affiliated
Mar 4, 2013 to Dec 12, 2014 · Auburn, In
Hefty Wealth Partners former
Mar 2, 2011 to Mar 3, 2015 · Auburn, In
Chase Investment Services Corp. former
Jul 6, 2005 to Feb 1, 2011 · Fort Wayne, In
Banc One Securities Corporation unclassified
Jul 7, 2004 to Jul 6, 2005 · Fort Wayne, In
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 11, 2004 to Apr 8, 2004 · Erie, Pa

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Osaic Wealth, Inc.
left Feb 11, 2025, registered Feb 4, 2025 (-7 days) · Affiliated broker-dealer or bank to another · moved with a team
Sii Investments, Inc. to LPL Financial LLC
left Feb 15, 2018, registered Feb 14, 2018 (-1 days) · corporate re-registration, not a move
Hefty Wealth Partners to LPL Financial LLC
left Mar 3, 2015, registered Mar 4, 2013 (-729 days) · Other
LPL Financial LLC to Sii Investments, Inc.
left Dec 12, 2014, registered Feb 27, 2015 (77 days) · Other
Chase Investment Services Corp. to Hefty Wealth Partners
left Feb 1, 2011, registered Mar 2, 2011 (29 days) · Other
Banc One Securities Corporation to Chase Investment Services Corp.
left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Banc One Securities Corporation
left Apr 8, 2004, registered Jul 7, 2004 (90 days) · Other

Signals

Mark Owen Vandevelde left Lpl Financial Llc for Osaic Wealth, Inc. (registered 2025-02-04)
Feb 11, 2025 · 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