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Detailed Report
MOHAMMED MARWAN IFTAIHA
CRD#: 4686313
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 2100 RESTON PARKWAY
Suite 400
RESTON, VA 20191
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2007 - 2024 (16 years)2 FIRMS2024 - Present (1 year)BPRUCO SECURITIES, LLC. (CRD# 5685)2003 - 2007 (4 years)IAPRUDENTIAL FINANCIAL PLANNING ... (CRD# 5685)2004 - 2007 (3 years)
Disclosure(s)
View By:
3/31/1999
Criminal
Final Disposition
License(s)

State Registrations

B
California 1/19/2024
B
New York 1/19/2024
B
Delaware 1/19/2024
B
North Carolina 1/19/2024
B
District of Columbia 1/19/2024
B
Pennsylvania 1/19/2024
IA
District of Columbia 1/19/2024
B
South Carolina 1/19/2024
B
Florida 1/19/2024
B
South Dakota 8/7/2024
B
Georgia 1/19/2024
B
Texas 1/19/2024
B
Illinois 11/22/2024
IA
Texas 1/19/2024
B
Maryland 1/19/2024
B
Utah 5/31/2024
IA
Maryland 1/19/2024
B
Virginia 1/19/2024
B
Massachusetts 1/22/2024
IA
Virginia 1/19/2024
B
Minnesota 1/19/2024
B
Wisconsin 12/5/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
2100 RESTON PARKWAY Suite 400, RESTON, VA 20191
Registered with this firm since 1/19/2024
B
OSAIC WEALTH, INC. (CRD#:23131)
2100 RESTON PARKWAY Suite 400, RESTON, VA 20191
Registered with this firm since 1/19/2024
Previous Registration(s)
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IA
 12/18/2007 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) RESTON, VA
B
 12/18/2007 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) RESTON, VA
IA
 04/07/2004 - 12/20/2007 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) VIENNA, VA
B
 10/08/2003 - 12/20/2007 PRUCO SECURITIES, LLC. (CRD#:5685) VIENNA, VA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.