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Diego Hernan Morcillo

Osaic Advisory Services, LLC

Plantation, FL

Atlanta, GA

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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-29
  • FL RA
    APPROVED
    Since 2024-07-29

Branch Locations

900 S Pine Island Rd Suite 650, Plantation, FL 33324 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • 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
OrganizationCityStateFromTo
United Capital Financial Advisers, Llc Irving TX 10/2011 06/2019
Gs Pfm Fort Lauderdale FL 07/2019 09/2023
United Capital Ft Lauderdale FL 10/2011 09/2023
Triad Hybrid Solutions Norcross GA 09/2023 Present
Triad Advisors Norcross GA 09/2023 Present
  • 10/2011 → 06/2019
    United Capital Financial Advisers, Llc
    Irving, TX
  • 07/2019 → 09/2023
    Gs Pfm
    Fort Lauderdale, FL
  • 10/2011 → 09/2023
    United Capital
    Ft Lauderdale, FL
  • 09/2023 → Present
    Triad Hybrid Solutions
    Norcross, GA
  • 09/2023 → Present
    Triad Advisors
    Norcross, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-17
  • S65 Uniform Investment Adviser Law Examination
    2024-07-17
Other Names
  • Diego Morcillo
  • Diego Morcillo

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Plantation, FL
EDELMAN FINANCIAL ENGINES · PLANTATION, FL
TOBIAS FINANCIAL ADVISORS · PLANTATION, FL
KINGSVIEW WEALTH MANAGEMENT, LLC · PLANTATION, FL
MML INVESTORS SERVICES, LLC · PLANTATION, FL
STERLING WEALTH ADVISORS, INC. · PLANTATION, FL
FARTHER · Plantation, FL
MG&A WEALTH · PLANTATION, FL

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