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

Walter Lamond Russell

Osaic Wealth, Inc.BD affiliatedNew Albany, Ohdual registrantIAPD 4192857

Feed of 09/14/2026

At current firm

0 y

since Jun 22, 2026

In the industry

21 y

since Dec 15, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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 Jun 22, 2026 · New Albany, Oh
Kestra Advisory Services, LLC BD affiliated
Apr 28, 2016 to Jun 25, 2026 · New Albany, Oh
Nfp Advisor Services, LLC former
Oct 13, 2014 to Sep 22, 2016 · Austin, Tx
LPL Financial LLC BD affiliated
Aug 12, 2011 to Oct 20, 2014 · Westerville, Oh
Ameriprise Financial Services, LLC national BD
Oct 10, 2008 to Aug 16, 2011 · Dublin, Oh
Chase Investment Services Corp. former
Jul 6, 2005 to Oct 21, 2008 · Chicago, Il
Banc One Securities Corporation unclassified
Dec 16, 2004 to Jul 6, 2005 · Gahanna, Oh

Moves

a registration end followed by a registration begin elsewhere

Kestra Advisory Services, LLC to Osaic Wealth, Inc.
left Jun 25, 2026, registered Jun 22, 2026 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
Nfp Advisor Services, LLC to Kestra Advisory Services, LLC
left Sep 22, 2016, registered Apr 28, 2016 (-147 days) · corporate re-registration, not a move
LPL Financial LLC to Nfp Advisor Services, LLC
left Oct 20, 2014, registered Oct 13, 2014 (-7 days) · Other
Ameriprise Financial Services, LLC to LPL Financial LLC
left Aug 16, 2011, registered Aug 12, 2011 (-4 days) · Other
Chase Investment Services Corp. to Ameriprise Financial Services, LLC
left Oct 21, 2008, registered Oct 10, 2008 (-11 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

Signals

Walter Lamond Russell left Kestra Advisory Services, Llc for Osaic Wealth, Inc. (registered 2026-06-22)
Jun 25, 2026 · 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address