DFX Intelligence
Advisor moves
Departures from Osaic Wealth, Inc.What a move isA move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm.This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
2,264 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Richard Michael Ditaranto | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2025 | Apr 17, 2025 |
| Jeremy Matthew Vento | Osaic Wealth, Inc. BD affiliated | Ausdal Financial Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2025 | Apr 14, 2025 |
| Griffin Keith Durand | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2025 | Apr 14, 2025 |
| Anthony S Fresella | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2025 | Apr 14, 2025 |
| Robert Kelley | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2025 | Apr 14, 2025 |
| Seamus Axel Nelson | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2025 | Apr 16, 2025 |
| Jaret Mittenthal | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2025 | Apr 14, 2025 |
| Daniel Greenwood | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2025 | Apr 14, 2025 |
| Damien Di Taranto | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2025 | Apr 16, 2025 |
| Patrick Daniel Keenan | Osaic Wealth, Inc. BD affiliated | Madison Avenue Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 15, 2025 | Apr 14, 2025 |
| Rosemary Tomassi | Osaic Wealth, Inc. BD affiliated | Ausdal Financial Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2025 | Apr 10, 2025 |
| Steven Boam | Osaic Wealth, Inc. BD affiliated | Cooper Mcmanus independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 14, 2025 | Apr 7, 2025 |
| Stephanie Ryan Birenbaum | Osaic Wealth, Inc. BD affiliated | Diversify Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2025 | Apr 15, 2025 |
| David Alan Lenius | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2025 | Apr 7, 2025 |
| Brady Michael Lenius | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2025 | Apr 7, 2025 |
| Diana M Corujo-Ramsey | Osaic Wealth, Inc. BD affiliated | Npa Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2025 | Apr 28, 2025 |
| Alex David Samsel | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2025 | Apr 7, 2025 |
| Craig William Pfau | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2025 | Apr 3, 2025 |
| John Nathan Podleski | Osaic Wealth, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 7, 2025 | Mar 31, 2025 |
| Todd Ellsworth Harris | Osaic Wealth, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 7, 2025 | Mar 31, 2025 |
| Connie Lynn Gilderhus | Osaic Wealth, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 7, 2025 | Mar 31, 2025 |
| Aaron Abel Tyburski | Osaic Wealth, Inc. BD affiliated | Mdrn Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 7, 2025 | Jun 9, 2025 (63 d) |
| Daniel Masino | Osaic Wealth, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 7, 2025 | Mar 31, 2025 |
| Zachary Koch | Osaic Wealth, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 7, 2025 | Mar 31, 2025 |
| Lawrence Joseph Giangreco | Osaic Wealth, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 7, 2025 | Mar 31, 2025 |
| Chandler Harry Winchester | Osaic Wealth, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 4, 2025 | Apr 24, 2025 |
| Joseph Duane Palma | Osaic Wealth, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 4, 2025 | Mar 31, 2025 |
| Anthony Jack Ziniti | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 4, 2025 | Mar 24, 2025 |
| William Kermit Hall | Osaic Wealth, Inc. BD affiliated | Osaic Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2025 | Nov 8, 2024 |
| David Edward Armstrong | Osaic Wealth, Inc. BD affiliated | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2025 | Oct 31, 2025 (211 d) |
| Jose Ignacio Marques | Osaic Wealth, Inc. BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2025 | Jun 16, 2025 (74 d) |
| Heather Elizabeth Catsouras | Osaic Wealth, Inc. BD affiliated | J. W. Cole Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2025 | Apr 1, 2025 |
| Brian Keith Perley | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Mar 28, 2025 |
| Thomas James Quinn | Osaic Wealth, Inc. BD affiliated | Ausdal Financial Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2025 | Apr 25, 2025 |
| Sarah Beth Fuller | Osaic Wealth, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Mar 31, 2025 |
| Melissa Gaye Albanese | Osaic Wealth, Inc. BD affiliated | Sei Investments Management Corp mixed wealth | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2025 | Jul 16, 2026 (470 d) |
| Donna Litty | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2025 | May 28, 2025 (56 d) |
| Ralph Keith Angelo | Osaic Wealth, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Apr 2, 2025 |
| Lisa Maria Thurston | Osaic Wealth, Inc. BD affiliated | Mariner BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Apr 2, 2025 |
| Echo Ranell Mcneill | Osaic Wealth, Inc. BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Apr 2, 2025 | May 6, 2025 (34 d) |
| Brad Richard Small | Osaic Wealth, Inc. BD affiliated | Thepartners Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2025 | Mar 31, 2025 |
| Brett Charles Deuth | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Mar 28, 2025 |
| Christopher R. Beauvais | Osaic Wealth, Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Apr 23, 2026 (386 d) |
| John Brock Mcclain | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Mar 28, 2025 |
| Aaron Timothy Winters | Osaic Wealth, Inc. BD affiliated | Wealthplan Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2025 | Nov 26, 2025 (238 d) |
| Susan Owens | Osaic Wealth, Inc. BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Mar 31, 2026 (363 d) |
| Michael Anthony Boccio | Osaic Wealth, Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2025 | May 5, 2025 (33 d) |
| Nicholas Johnson | Osaic Wealth, Inc. BD affiliated | Beacon Capital Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2025 | Aug 19, 2025 (139 d) |
| Brian Keith Watts | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Mar 28, 2025 |
| Christopher John Cone | Osaic Wealth, Inc. BD affiliated | Cone Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 2, 2025 | Mar 10, 2025 |
| Robert Christopher Conderman | Osaic Wealth, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Mar 31, 2025 |
| Joann Canice Rodkey | Osaic Wealth, Inc. BD affiliated | E. E. Powell & Company Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 2, 2025 | Dec 17, 2025 (259 d) |
| Steven L. Minner | Osaic Wealth, Inc. BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Aug 26, 2025 (146 d) |
| Andrew Pierce Large | Osaic Wealth, Inc. BD affiliated | Osaic Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Nov 8, 2024 |
| James Sabbatini | Osaic Wealth, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 2, 2025 | Jul 21, 2026 (475 d) |
| Robert Andrew Dornan | Osaic Wealth, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Mar 31, 2025 |
| Kyle Robert Downey | Osaic Wealth, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Mar 31, 2025 |
| Matthew Sheldon Fischer | Osaic Wealth, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Mar 31, 2025 |
| Corbin Wayne Oliver | Osaic Wealth, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 2, 2025 | Mar 31, 2025 |
| Andrew Pitler Oleinick | Osaic Wealth, Inc. BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 2, 2025 | Jul 1, 2025 (90 d) |