Diana Marie Curran

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2026-06-04
MD	RA	APPROVED	2025-08-12
FL	RA	APPROVED	2025-02-20
TX	RA	APPROVED_RES	2025-02-20
GA	RA	APPROVED	2024-10-15
HI	RA	APPROVED	2024-10-11
NJ	RA	APPROVED	2024-10-11
NY	RA	APPROVED	2024-10-11
NC	RA	APPROVED	2024-10-11
PA	RA	APPROVED	2024-10-11

DE RA
APPROVED

Since 2026-06-04
MD RA
APPROVED

Since 2025-08-12
FL RA
APPROVED

Since 2025-02-20
TX RA
APPROVED_RES

Since 2025-02-20
GA RA
APPROVED

Since 2024-10-15
HI RA
APPROVED

Since 2024-10-11
NJ RA
APPROVED

Since 2024-10-11
NY RA
APPROVED

Since 2024-10-11
NC RA
APPROVED

Since 2024-10-11
PA RA
APPROVED

Since 2024-10-11

Branch Locations

Selbyville, DE • United States

11032 Nicholas Lane, Ocean Pines, MD 21811 • United States

1115 Broadway Suite1200, New York, NY 10010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
American Portfolios Financial Services, Inc.	New York	NY	09/2009	10/2024
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present

09/2009 → 10/2024

American Portfolios Financial Services, Inc.

New York, NY
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ

Previous Registrations

2017-03-03 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY

Other Businesses

CONTUING TO WORK AS AN ADMINSITRATIVE ASSISTANT FOR PENN PLAZA BROKERAGE, LTD. 70 WEST 40TH STREET, NYC 10018 35 HOURS PER WEEK $45K CRUMP LIFE INS SERVICES -INSURANCE AGENCY NON SECURITES RELATED STARTED IN SEPT 2009 SALES AGENT DEVOTES 8 HRS A MONTH, 6 HRS DURING MARKET HRS. LEONARD D'ANGELO -SALES ASSISTANT IS SECURITIES RELATED STARTED SEPT 2009 DEVOTES 90 HRS PER MONTH, 80 HRS DURING MARKET HRS. 09/20/11 INSURANCE SALES -5 HOURS PER WEEK IRA BERNSTEIN AND ASSOCIATES POSITION: Pension Consultant NATURE: PENSION CONSULTING, Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 1115 Broadway 12fl, New York NY 10010 DESCRIPTION: I provide pension consultations to NYC School Teachers

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-12-06
S63	Uniform Securities Agent State Law Examination	2005-11-11

S65 Uniform Investment Adviser Law Examination

2016-12-06
S63 Uniform Securities Agent State Law Examination

2005-11-11

Other Names

Diana M Curbelo
Diana Marie Curbelo

View on SEC IAPD