Dustin Brent Laporte

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2015-08-26 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2007-07-24 → 2015-08-14
  Cetera Advisors Llc
  Greenwood Village, CO
  Crestwood, KY
  Mt Pleasant, SC
• 2005-09-06 → 2007-07-18
  Legacy Advisory Services, Inc.
  Mt Pleasant, SC
  Mt. Pleasant, SC
• 2005-01-03 → 2005-04-29
  Wells Fargo Clearing Services, Llc
  Mount Pleasant, SC
• 2004-05-05 → 2004-12-31
  Southtrust Securities, Llc
  Charleston, SC

Other Businesses

1. COASTLEND MORTGAGE POS: Mortgage Officer NATURE: licensed South Carolina loan officer (NMLS Loan Originator ID 106506) / Coastlend Mortgage. We do mortgages. INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HRS: 2 START DATE: 1/1/21 ADDRESS: Charleston SC 29492 DESCRIPTION: Do not do reverse mortgage loans, mainly regular Fannie Mae, FHA, and VA loans. 2. LAPORTE WEALTH MANAGEMENT GROUP POSITION: Owner NATURE: Sole Proprietorship DBA for fixed insurance business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/23/2009 ADDRESS: 1476 Ben Sawyer Blvd, Suite 3, Mount Pleasant SC 29464, United States DESCRIPTION: Sell fixed insurance products. 3. ADVENTUROUS LIFE POSITION: Teacher/Author NATURE: Sole proprietor focused on writing and developing Bible-based teachings and resources. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 11/06/2006 ADDRESS: 1476 Ben Sawyer Blvd, Suite 3, Mount Pleasant SC 29464, United States DESCRIPTION: I pray, teach the Bible, author Christ-centered content, and lead a weekly Bible study via Zoom through www.ItIsTime.org. 4. GIRL SCOUTS OF EASTERN SC POSITION: 2nd Vice Chair, BOD, Investment Committee Chair NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2018 ADDRESS: 7257 Cross County Rd, North Charleston SC 29418, United States DESCRIPTION: Board of Directors - Voting Member I serve as a voting member of the Girl Scouts Board of Directors. Investment Committee Chair, I oversee the review and monitoring of third-party-managed assets to ensure alignment with the organization's Investment Policy Statement (IPS) and established fiduciary guidelines. 2nd Vice Chair I serve as part of the board's executive team and a key member of the council's leadership pipeline, with the expectation of stepping into the 1st Vice Chair or Chair role in the future. 5. NOTARY POS: Notary NATURE: SP INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HRS: 0 START DATE: 12/29/15 ADDRESS: Mount Pleasant SC 29464 DESCRIPTION: Notarize clients' & friends' documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-24
• S63 Uniform Securities Agent State Law Examination
  1995-01-25

Designations

• Certified Financial Planner