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
Michael Allen Osborne
Feed of 09/14/2026
At current firm
8 y
since Oct 13, 2017
In the industry
23 y
since Apr 3, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Iht Wealth Management LLC BD affiliated currentsince Oct 13, 2017 · Chicago, Il
- Nvision Wealth Group, LLC formerAug 1, 2014 to Dec 31, 2017 · Overland Park, Ks
- Independent Financial Partners BD affiliatedApr 20, 2012 to Oct 17, 2014 · Overland Park, Ks
- Manulife Investment Management (US) LLC asset managerMay 24, 2006 to Apr 30, 2012 · Boston, Ma
- John Hancock Investment Management LLC asset managerMay 22, 2006 to Dec 31, 2010 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Nvision Wealth Group, LLC to Iht Wealth Management LLCleft Dec 31, 2017, registered Oct 13, 2017 (-79 days) · Other · moved with a team
- Independent Financial Partners to Nvision Wealth Group, LLCleft Oct 17, 2014, registered Aug 1, 2014 (-77 days) · Other
- Manulife Investment Management (US) LLC to Independent Financial Partnersleft Apr 30, 2012, registered Apr 20, 2012 (-10 days) · Other
- John Hancock Investment Management LLC to Manulife Investment Management (US) LLCleft Dec 31, 2010, registered May 24, 2006 (-1682 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address