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

Melissa Donna Darnell

Osaic Wealth, Inc.BD affiliatedBuffalo, Nydual registrantIAPD 5949714

Feed of 09/14/2026

Also filed as Melissa Donna Bardak

At current firm

1 y

since Dec 3, 2024

In the industry

14 y

since Nov 1, 2011 (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 Dec 3, 2024 · Buffalo, Ny
Cetera Investment Advisers LLC BD affiliated
Dec 23, 2021 to Dec 3, 2024 · Cheektowaga, Ny
LPL Financial LLC BD affiliated
May 16, 2018 to Feb 26, 2021 · Angola, Ny
Saperston Asset Management, Inc. former
Jun 6, 2017 to Nov 15, 2017 · Hamburg, Ny
Legend Advisory, LLC former
May 7, 2014 to Jan 12, 2016 · Lake Wook, Ny
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 3, 2011 to Apr 4, 2013 · Buffalo, Ny

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Osaic Wealth, Inc.
left Dec 3, 2024, registered Dec 3, 2024 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
LPL Financial LLC to Cetera Investment Advisers LLC
left Feb 26, 2021, registered Dec 23, 2021 (300 days) · Affiliated broker-dealer or bank to another
Saperston Asset Management, Inc. to LPL Financial LLC
left Nov 15, 2017, registered May 16, 2018 (182 days) · Other
Legend Advisory, LLC to Saperston Asset Management, Inc.
left Jan 12, 2016, registered Jun 6, 2017 (511 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Legend Advisory, LLC
left Apr 4, 2013, registered May 7, 2014 (398 days) · Other

Signals

Melissa Donna Darnell left Cetera Investment Advisers Llc for Osaic Wealth, Inc. (registered 2024-12-03)
Dec 3, 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address