Advisor moves

Departures from Osaic Wealth, Inc.

2,282 moves
AdvisorFromToTypeLeftRegistered
Michael Joseph KowalOsaic Wealth, Inc. otherCetera Advisor Networks LLC otherOtherAug 3, 2011Aug 1, 2011
Tommy Lik- Kwan LamOsaic Wealth, Inc. otherCapital One Financial Advisors LLC unclassifiedOtherJul 20, 2011Oct 6, 2011 (78 d)
Arthur GarofaloOsaic Wealth, Inc. otherOsaic Institutions, Inc. otherOtherJun 27, 2011Jun 23, 2011
Stephanie Marie Motzkus-BakanOsaic Wealth, Inc. otherTd Ameritrade Investment Management, LLC otherOtherMay 6, 2011Jun 3, 2011
Bruce James ThomasOsaic Wealth, Inc. otherBruce James Thomas Jr state registeredOtherApr 1, 2011May 14, 2020 (3331 d)
James Rex IvieOsaic Wealth, Inc. otherFinancial Guard, LLC no RAUMOtherJan 18, 2011Mar 10, 2011 (51 d)
Vincent Paul DipietroOsaic Wealth, Inc. otherPrivate Wealth & Retirement Services unclassifiedOtherDec 31, 2010Feb 17, 2011 (48 d)
Stephanie Anne NilsenOsaic Wealth, Inc. otherRehmann Wealth otherOtherDec 31, 2010Aug 27, 2010
Christopher Kurt LutzelOsaic Wealth, Inc. otherCreativeone Securities, LLC otherOtherDec 14, 2010Nov 5, 2012 (692 d)
Maja StojanovicOsaic Wealth, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherDec 6, 2010Mar 8, 2012 (458 d)
James William SchultzOsaic Wealth, Inc. otherAmerican Portfolios Advisors, Inc otherOtherNov 16, 2010Jan 11, 2011 (56 d)
Earl Barney HartleyOsaic Wealth, Inc. otherPacific West Financial Consultants Inc otherOtherNov 12, 2010Nov 5, 2010
Steve GrossbardOsaic Wealth, Inc. otherIc Advisory Services, Inc. otherOtherOct 28, 2010Oct 25, 2010
David Jay GrossbardOsaic Wealth, Inc. otherIc Advisory Services, Inc. otherOtherOct 28, 2010Oct 25, 2010
Bryan Paul HopkinsOsaic Wealth, Inc. otherIndependent Financial Group, LLC BD affiliatedOtherSep 10, 2010Apr 21, 2022 (4241 d)
Jill Taylor GordonOsaic Wealth, Inc. otherTaylor Financial Consulting state registeredOtherSep 9, 2010Jul 6, 2017 (2492 d)
Eugene Hubert HuangOsaic Wealth, Inc. otherVoya Financial Advisors, Inc. otherOtherSep 8, 2010Mar 9, 2016 (2009 d)
Leah Odonell RyanOsaic Wealth, Inc. otherCapital Client Group, Inc. no RAUMOtherJun 24, 2010Oct 21, 2021 (4137 d)
David W BrileyOsaic Wealth, Inc. otherValic Financial Advisors, Inc. otherOtherJun 17, 2010Jun 18, 2010
Sean Francis OflahertyOsaic Wealth, Inc. otherLPL Financial LLC otherOtherJun 8, 2010Aug 16, 2010 (69 d)
James C DeminnoOsaic Wealth, Inc. otherCetera Investment Advisers LLC otherOtherMay 27, 2010Mar 27, 2018 (2861 d)
Benjamin Thomas NewhouseOsaic Wealth, Inc. otherFirst Allied Securities, Inc. otherOtherMay 26, 2010May 26, 2010
Richard Alan BensonOsaic Wealth, Inc. otherFirst Allied Securities, Inc. otherOtherMay 26, 2010May 26, 2010
Jennifer Hope NewhouseOsaic Wealth, Inc. otherIntegrated Advisors Network LLC otherOtherMay 26, 2010Jan 6, 2016 (2051 d)
Richard Joseph AugustineOsaic Wealth, Inc. otherCl Wealth Management LLC otherOtherMay 6, 2010Aug 12, 2011 (463 d)
Steven Ira KolinskyOsaic Wealth, Inc. otherKolinsky Wealth Management, LLC otherOtherApr 29, 2010Jun 29, 2010 (61 d)
David Louis CianoOsaic Wealth, Inc. otherKolinsky Wealth Management, LLC otherOtherApr 29, 2010May 7, 2010
Daniel Michael RodgersOsaic Wealth, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 10, 2010Mar 5, 2010
Warren Samuel WernickOsaic Wealth, Inc. otherWells Fargo Advisors wirehouseOtherMar 4, 2010Feb 26, 2010
Jack Anthony ForlenzaOsaic Wealth, Inc. otherSterne Agee Asset Management, Inc. otherOtherFeb 23, 2010Nov 9, 2010 (259 d)
Thomas Albert MccormickOsaic Wealth, Inc. otherJ. W. Cole Advisors, Inc. otherOtherFeb 4, 2010Feb 1, 2010
Gerald Philip SheridanOsaic Wealth, Inc. otherFinancial Telesis, Inc. otherOtherFeb 2, 2010Feb 26, 2010
Tray A WiltseOsaic Wealth, Inc. otherIntegrated Wealth Advisory Services, Inc. otherOtherJan 15, 2010Nov 22, 2005
Louis James CammisaOsaic Wealth, Inc. otherCommonwealth Financial Network national BDOtherJan 12, 2010Jan 8, 2010
Krist HammargrenOsaic Wealth, Inc. otherFnb Brokerage Services, Inc. unclassifiedOtherJan 8, 2010Jan 19, 2010
Brian James MurphyOsaic Wealth, Inc. otherFisher Investments otherOtherJan 7, 2010Dec 10, 2013 (1433 d)
Michael Martin WasylyshynOsaic Wealth, Inc. otherNca Financial Planners otherOtherNov 5, 2009Dec 7, 1999
James Ray JulianOsaic Wealth, Inc. otherConcourse Financial Group Advisors otherOtherNov 3, 2009Feb 24, 2010 (113 d)
Samuel A JulianOsaic Wealth, Inc. otherConcourse Financial Group Advisors otherOtherNov 3, 2009Nov 10, 2009
Gilbert Ray ZepedaOsaic Wealth, Inc. otherWfg Advisors, LP otherOtherOct 28, 2009Oct 27, 2009
Nigel Brian TaylorOsaic Wealth, Inc. otherTaylor & Associates state registeredOtherOct 19, 2009Oct 26, 2011 (737 d)
Derek Ryan WilliamsOsaic Wealth, Inc. otherWilliams Wealth Management Group, Inc. independent RIAOtherOct 2, 2009Jun 18, 2008
Michael James OttmanOsaic Wealth, Inc. otherOttman Financial Group, Inc. unclassifiedOtherSep 15, 2009Aug 4, 2009
Jennifer A. Zaat-WrightOsaic Wealth, Inc. otherChase Investment Services Corp. otherOtherSep 10, 2009Oct 6, 2009
Jessica Rada NessOsaic Wealth, Inc. otherGlassman Wealth Services, LLC otherOtherSep 4, 2009Sep 17, 2009
Dennis Michael SprattOsaic Wealth, Inc. otherGeneos Wealth Management, Inc. otherOtherSep 1, 2009Sep 1, 2009
Gary Alvin NagelOsaic Wealth, Inc. otherGeneos Wealth Management, Inc. otherOtherSep 1, 2009Sep 1, 2009
Randolph P DoerrOsaic Wealth, Inc. otherPrimerica Advisors national BDOtherAug 31, 2009Aug 22, 2011 (721 d)
Steven Patrick FordOsaic Wealth, Inc. otherFinancial Advisers Of America, LLC otherOtherAug 14, 2009Aug 12, 2009
Robert J KeyesOsaic Wealth, Inc. otherTricor Advisory Services, LLC otherOtherJun 15, 2009Jun 16, 2009
Jeffrey Bruce SmithOsaic Wealth, Inc. otherAffinity Investment Services, LLC unclassifiedOtherJun 11, 2009Jun 10, 2009
James Edward BlazerOsaic Wealth, Inc. otherAssociated Securities Corp. unclassifiedOtherMay 14, 2009Apr 27, 2009
Daniel Louis CairoOsaic Wealth, Inc. otherThe Elite Financial Network, Inc. unclassifiedOtherMay 4, 2009Jul 31, 2008
Craig Anthony WongOsaic Wealth, Inc. otherThe Elite Financial Network, Inc. unclassifiedOtherMay 4, 2009Jul 31, 2008
Daryl Andrew ColeOsaic Wealth, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherMay 4, 2009Apr 30, 2009
Vayle FloriaOsaic Wealth, Inc. otherThe Elite Financial Network, Inc. unclassifiedOtherMay 4, 2009Jul 31, 2008
Noah Sheehan BoatrightOsaic Wealth, Inc. otherThe Elite Financial Network, Inc. unclassifiedOtherMay 4, 2009Jul 31, 2008
Brian Russell BedordOsaic Wealth, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherMay 4, 2009May 1, 2009
Jeromy Andrew ParkOsaic Wealth, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherMay 4, 2009May 1, 2009
Donna D LeaOsaic Wealth, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherMay 4, 2009May 1, 2009
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