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

Josh Schechter

Osaic Wealth, Inc.BD affiliatedScottsdale, Azdual registrantIAPD 5316474

Feed of 09/14/2026

Also filed as Josh Andrew Schechter

At current firm

2 y

since Aug 23, 2024

In the industry

19 y

since Dec 19, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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 Aug 23, 2024 · Scottsdale, Az
Osaic Advisory Services, LLC BD affiliated
May 2, 2022 to Mar 3, 2025 · Atlanta, Ga
Triad Advisors, LLC former
Mar 30, 2022 to Aug 23, 2024 · Atlanta, Ga
Raymond James & Associates, Inc. national BD
Mar 6, 2020 to Mar 14, 2022 · St. Petersburg, Fl
Raymond James Financial Services Advisors, Inc BD affiliated
Nov 1, 2017 to Mar 14, 2022 · St. Petersburg, Fl
Morgan Keegan & Company, LLC former
Sep 11, 2012 to Mar 14, 2013 · St. Petersburg, Fl
Raymond James & Associates, Inc. national BD
Jun 4, 2010 to Sep 28, 2017 · St. Petersburg, Fl
Raymond James Financial Services Advisors, Inc BD affiliated
Mar 6, 2009 to May 13, 2010 · Saint Petersburg, Fl
Raymond James Financial Services, Inc. unclassified
Oct 7, 2008 to Oct 10, 2009 · St Petersburg, Fl

Moves

a registration end followed by a registration begin elsewhere

Osaic Advisory Services, LLC to Osaic Wealth, Inc.
left Mar 3, 2025, registered Aug 23, 2024 (-192 days) · Affiliated broker-dealer or bank to another
Triad Advisors, LLC to Osaic Advisory Services, LLC
left Aug 23, 2024, registered May 2, 2022 (-844 days) · Affiliated broker-dealer or bank to another
Raymond James Financial Services Advisors, Inc to Raymond James & Associates, Inc.
left Mar 14, 2022, registered Mar 6, 2020 (-738 days) · Affiliated broker-dealer or bank to another
Raymond James & Associates, Inc. to Triad Advisors, LLC
left Mar 14, 2022, registered Mar 30, 2022 (16 days) · Affiliated broker-dealer or bank to another
Raymond James & Associates, Inc. to Morgan Keegan & Company, LLC
left Sep 28, 2017, registered Sep 11, 2012 (-1843 days) · Other
Morgan Keegan & Company, LLC to Raymond James Financial Services Advisors, Inc
left Mar 14, 2013, registered Nov 1, 2017 (1693 days) · Other
Raymond James Financial Services Advisors, Inc to Raymond James & Associates, Inc.
left May 13, 2010, registered Jun 4, 2010 (22 days) · Other
Raymond James Financial Services, Inc. to Raymond James Financial Services Advisors, Inc
left Oct 10, 2009, registered Mar 6, 2009 (-218 days) · corporate re-registration, not a move

Signals

Josh Schechter left Osaic Advisory Services, Llc for Osaic Wealth, Inc. (registered 2024-08-23)
Mar 3, 2025 · Advisor changed firm · fact
Josh Schechter left Triad Advisors, Llc for Osaic Advisory Services, Llc (registered 2022-05-02)
Aug 23, 2024 · Advisor changed firm · fact
Josh Schechter left Raymond James & Associates, Inc. for Triad Advisors, Llc (registered 2022-03-30)
Mar 14, 2022 · Advisor changed firm · fact
Josh Schechter left Raymond James Financial Services Advisors, Inc for Raymond James & Associates, Inc. (registered 2020-03-06)
Mar 14, 2022 · 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address