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

Jennifer Cerra Vawter

Osaic Wealth, Inc.BD affiliatedMelbourne, Fl dual registrantIAPD 5199821

Feed of 09/14/2026

Also filed as Jennifer Cerra Postich

At current firm

4 y

since Jan 4, 2022

In the industry

19 y

since May 8, 2007 (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 Jan 4, 2022 · Scottsdale, Az
Woodbury Financial Services, Inc. former
Jan 4, 2022 to Jan 19, 2024 · Oakdale, Mn
Sagepoint Financial, Inc. former
Jan 4, 2022 to Sep 1, 2023 · Scottsdale, Az
Fsc Securities Corporation former
Jan 4, 2022 to Nov 3, 2023 · Atlanta, Ga
Independent Financial Group, LLC BD affiliated
Aug 15, 2017 to Dec 1, 2021 · Melbourne, Fl
Triumph Wealth Advisors, Inc. former
May 2, 2016 to May 9, 2017 · Melbourne, Fl
Ameriprise Financial Services, LLC national BD
Mar 15, 2013 to Apr 16, 2015 · Melbourne, Fl
Next Financial Group, Inc. former
Jul 27, 2012 to Jan 30, 2013 · Melbourne, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 23, 2009 to Feb 17, 2011 · Melbourne, Fl
Banc Of America Investment Services, Inc. unclassified
May 10, 2007 to Oct 23, 2009 · Melbourne, Fl

Moves

a registration end followed by a registration begin elsewhere

Woodbury Financial Services, Inc. to Osaic Wealth, Inc.
left Jan 19, 2024, registered Jan 4, 2022 (-745 days) · corporate re-registration, not a move
Fsc Securities Corporation to Woodbury Financial Services, Inc.
left Nov 3, 2023, registered Jan 4, 2022 (-668 days) · channel change inside one enterprise, not a move · moved with a team
Sagepoint Financial, Inc. to Fsc Securities Corporation
left Sep 1, 2023, registered Jan 4, 2022 (-605 days) · channel change inside one enterprise, not a move · moved with a team
Independent Financial Group, LLC to Sagepoint Financial, Inc.
left Dec 1, 2021, registered Jan 4, 2022 (34 days) · Affiliated broker-dealer or bank to another
Triumph Wealth Advisors, Inc. to Independent Financial Group, LLC
left May 9, 2017, registered Aug 15, 2017 (98 days) · Other
Ameriprise Financial Services, LLC to Triumph Wealth Advisors, Inc.
left Apr 16, 2015, registered May 2, 2016 (382 days) · Other
Next Financial Group, Inc. to Ameriprise Financial Services, LLC
left Jan 30, 2013, registered Mar 15, 2013 (44 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Next Financial Group, Inc.
left Feb 17, 2011, registered Jul 27, 2012 (526 days) · Other
Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 23, 2009, registered Oct 23, 2009 (0 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address