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

Amanda Marie Duran

Osaic Wealth, Inc.BD affiliatedSan Antonio, Txdual registrantIAPD 5804936

Certified Financial Planner

Feed of 09/14/2026

Also filed as Amanda Duran

At current firm

0 y

since Sep 3, 2026

In the industry

15 y

since Oct 13, 2010 (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 Sep 3, 2026 · San Antonio, Tx
LPL Financial LLC BD affiliated
Mar 8, 2024 to Jul 30, 2026 · San Diego, Ca
Cuso Financial Services, L.P. former
May 1, 2019 to Mar 11, 2024 · San Diego, Ca
Broadway Wealth Solutions independent RIA
Mar 12, 2018 to Oct 22, 2018 · San Antonio, Tx
Securian Financial Services, Inc. former
Jul 26, 2013 to Jan 30, 2018 · San Antonio, Tx
Investment Professionals, Inc. former
Jun 3, 2013 to Jun 13, 2013 · San Antonio, Tx
Usaa Financial Planning Services former
Dec 20, 2010 to Oct 25, 2012 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Osaic Wealth, Inc.
left Jul 30, 2026, registered Sep 3, 2026 (35 days) · Affiliated broker-dealer or bank to another
Cuso Financial Services, L.P. to LPL Financial LLC
left Mar 11, 2024, registered Mar 8, 2024 (-3 days) · Affiliated broker-dealer or bank to another
Broadway Wealth Solutions to Cuso Financial Services, L.P.
left Oct 22, 2018, registered May 1, 2019 (191 days) · RIA to affiliated broker-dealer or bank
Securian Financial Services, Inc. to Broadway Wealth Solutions
left Jan 30, 2018, registered Mar 12, 2018 (41 days) · Other
Investment Professionals, Inc. to Securian Financial Services, Inc.
left Jun 13, 2013, registered Jul 26, 2013 (43 days) · Other
Usaa Financial Planning Services to Investment Professionals, Inc.
left Oct 25, 2012, registered Jun 3, 2013 (221 days) · Other

Signals

Amanda Marie Duran left Lpl Financial Llc for Osaic Wealth, Inc. (registered 2026-09-03)
Jul 30, 2026 · Advisor changed firm · fact
Amanda Marie Duran left Cuso Financial Services, L.P. for Lpl Financial Llc (registered 2024-03-08)
Mar 11, 2024 · 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address