DFX Intelligence
Advisor moves
Arrivals at Osaic Wealth, Inc.
A 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Megan Mikaela Voelker | LPL Financial LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2025 | Nov 18, 2025 |
| Nathan Scott Sanders | Cetera Investment Advisers LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Nov 26, 2025 |
| Chester Ryan Westfall | LPL Financial LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Dec 5, 2025 |
| Suzanne Stephens Ellis | Cetera Investment Advisers LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Nov 26, 2025 |
| Maico Santos | Brighton Jones LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 2, 2025 | Dec 22, 2025 |
| Louis M Bruno | Strategic Advisers LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 28, 2025 | Jan 30, 2026 (63 d) |
| William Claude Evans | LPL Financial LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 26, 2025 | Nov 25, 2025 |
| Troy Lynn Wootton | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2025 | Nov 26, 2025 |
| Craig Allen Tuemler | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 24, 2025 | Oct 17, 2025 |
| Glenn Robert Matecun | Exodus Wealth, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 24, 2025 | Jan 22, 2025 |
| David Brian Collins | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2025 | Oct 17, 2025 |
| Ted Ross Emerson | Oppenheimer & Co. Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2025 | Nov 21, 2025 |
| Stephen Wayne Smith | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2025 | Oct 17, 2025 |
| Richard Paul Mills | Cambridge Investment Research Advisors, Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Nov 13, 2025 |
| William Eric Bishoff | Cambridge Investment Research Advisors, Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Nov 13, 2025 |
| Adam Edward Bray | Cambridge Investment Research Advisors, Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Nov 13, 2025 |
| Cody J Schnipke | Cambridge Investment Research Advisors, Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Nov 13, 2025 |
| Christopher Fono | Cambridge Investment Research Advisors, Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Nov 13, 2025 |
| Noah Davidson Gayhart | Cambridge Investment Research Advisors, Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Nov 13, 2025 |
| Michael Robert Mckillip | LPL Financial LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 19, 2025 | Nov 17, 2025 |
| Lloyd Evans Sprague | Gps Wealth Strategies Group, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 14, 2025 | Nov 14, 2025 |
| Mason Collins Samuels | Gps Wealth Strategies Group, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 14, 2025 | Nov 14, 2025 |
| Samuel Ryan Grizzle | Gps Wealth Strategies Group, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 14, 2025 | Nov 14, 2025 |
| Ryan Nuu | Gps Wealth Strategies Group, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 14, 2025 | Nov 14, 2025 |
| Alexander Logan Goldstein | Gps Wealth Strategies Group, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 14, 2025 | Nov 14, 2025 |
| Tameika M Thomas | Equitable Advisors, LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 14, 2025 | Jan 5, 2026 (52 d) |
| Michael Joseph Bateman | Independent Financial Group, LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 11, 2025 | Nov 12, 2025 |
| Jonathan Frederick Garton | Pfg Advisors independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2025 | Nov 6, 2025 |
| Scott Michael Hanish | Pfg Advisors independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2025 | Nov 7, 2025 |
| Britney Taylor Gorley | Pfg Advisors independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2025 | Nov 7, 2025 |
| Tyler Keegan | Vanderbilt Advisory Services BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 7, 2025 | Apr 9, 2026 (153 d) |
| Lamonica Tipton | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Jan 6, 2026 (61 d) |
| Andrew Petralia | Strategic Advisers LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Nov 24, 2025 |
| Kevin Lee Murdock | Truist Advisory Services, Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2025 | Feb 13, 2026 (100 d) |
| Eli Neal Cohen | Pks Advisory Services, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 5, 2025 | Nov 19, 2025 |
| Stephen Tyler Ingalls | Commonwealth Financial Network national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2025 | Nov 4, 2025 |
| Paul David Brown | LPL Financial LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2025 | Dec 17, 2025 (43 d) |
| Michael Otoole | Moors & Cabot, Inc BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2025 | Feb 12, 2026 (100 d) |
| Price Chipley French | Commonwealth Financial Network national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Nov 3, 2025 |
| Joshua James Hummel | Commonwealth Financial Network national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Nov 3, 2025 |
| Bruce Clark Hopper | Pfg Advisors independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2025 | Sep 12, 2025 |
| Darin Jay Bourgeois | Pfg Advisors independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2025 | Aug 21, 2025 |
| Scott Francis Purcell | Kestra Advisory Services, LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 30, 2025 | Oct 29, 2025 |
| Robert P Huntington | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Osaic Wealth, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 29, 2025 | Nov 3, 2025 |
| Richard Eugene Wilson | Ameriprise Financial Services, LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2025 | Oct 6, 2025 |
| John Thomas Evans | Commonwealth Financial Network national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 23, 2025 | Oct 27, 2025 |
| Virginia Elaine Moss | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 23, 2025 | Oct 23, 2025 |
| Jordan Paul Zimmerman | Ameriprise Financial Services, LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Oct 29, 2025 |
| Mark Richard Gallagher | Commonwealth Financial Network national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 17, 2025 |
| Ryan Edward Nielsen | Private Wealth Asset Management independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 20, 2025 | Oct 20, 2025 |
| Arville Edward Cline | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 17, 2025 |
| Alex J Vanden Boogaard | Commonwealth Financial Network national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 17, 2025 |
| Zachary David Sallade | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 17, 2025 |
| Sylvia Leigh Sterling | Retirement Investment Advisors Inc independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 20, 2025 | Oct 17, 2025 |
| Connor Todd Ruth | Dew Wealth Management independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 20, 2025 | Jan 29, 2026 (101 d) |
| Brandon Corey Miller | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 17, 2025 | Oct 17, 2025 |
| Brian Edwin Griffith | Ameriprise Financial Services, LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2025 | Oct 7, 2025 |
| Nicholas P Nachbur | Ameriprise Financial Services, LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2025 | Oct 14, 2025 |
| Nathan Severlee Salhus | Ameriprise Financial Services, LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2025 | Oct 6, 2025 |
| Simeon Charles Moes | Ameriprise Financial Services, LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2025 | Oct 29, 2025 |
2,035 moves match.