# SALLY JO OSBORNE

SALLY JO OSBORNE is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with ALIGHT FINANCIAL ADVISORS, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ALIGHT FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/158744) | 2022-01-26 | present | Yes |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-08-17 | 2022-01-10 | — |
| [NUVEEN ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/155584) | 2016-05-03 | 2017-05-23 | — |
| [FIFTH THIRD SECURITIES, INC.](https://search.stillhousedata.com/firm/628) | 2011-02-16 | 2015-01-12 | — |
| [FIRSTMERIT ADVISORS, INC.](https://search.stillhousedata.com/firm/125249) | 2010-04-30 | 2011-01-14 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2008-01-07 | 2009-07-08 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2006-03-24 | 2008-01-07 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2005-11-15 | 2006-03-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1495700)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1495700.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.