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

Eric D Iwanski

Osaic Wealth, Inc.BD affiliatedFitchburg, Wi IA-onlyIAPD 6387846

Feed of 09/14/2026

Also filed as Eric Iwanski

At current firm

0 y

since Aug 18, 2026

In the industry

12 y

since Aug 1, 2014 (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 Aug 18, 2026 · Fitchburg, Wi
Commonwealth Financial Network national BD
Aug 20, 2018 to Aug 20, 2026 · Madison, Wi
Harbour Investments, Inc. independent RIA
Apr 5, 2018 to Aug 8, 2018 · Verona, Wi
Woodbury Financial Services, Inc. former
Nov 15, 2017 to Mar 2, 2018 · Windsor, Wi
Sii Investments, Inc. former
Nov 16, 2015 to Nov 15, 2017 · Windsor, Wi

Moves

a registration end followed by a registration begin elsewhere

Commonwealth Financial Network to Osaic Wealth, Inc.
left Aug 20, 2026, registered Aug 18, 2026 (-2 days) · Affiliated broker-dealer or bank to another · moved with a team
Harbour Investments, Inc. to Commonwealth Financial Network
left Aug 8, 2018, registered Aug 20, 2018 (12 days) · RIA to affiliated broker-dealer or bank
Woodbury Financial Services, Inc. to Harbour Investments, Inc.
left Mar 2, 2018, registered Apr 5, 2018 (34 days) · Affiliated broker-dealer or bank to independent RIA
Sii Investments, Inc. to Woodbury Financial Services, Inc.
left Nov 15, 2017, registered Nov 15, 2017 (0 days) · Other · moved with a team

Signals

Eric D Iwanski left Commonwealth Financial Network for Osaic Wealth, Inc. (registered 2026-08-18)
Aug 20, 2026 · 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address