Dallas Porter Brignone

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

• 01/2018 → 10/2020
  E*Trade Securities Llc
  Sandy, UT
• 09/2016 → 12/2017
  Brigham Young University-Idaho
  Rexburg, ID
• 07/2017 → 09/2017
  Sugar Sweet Produce Llc
  Spanish Fork, UT
• 05/2016 → 07/2017
  Fuse Marketing
  Pleasant Grove, UT
• 10/2019 → 10/2020
  E*Trade Securities Llc
  Sandy, UT
• 11/2020 → 08/2022
  Robinhood Financial, Llc
  Denver, CO
• 05/2021 → 08/2022
  Robinhood Markets, Inc
  Denver, CO
• 01/2023 → Present
  Osaic Wealth
  Denver, CO
• 08/2022 → 01/2023
  Unemployed
  Aurora, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-22
• S63 Uniform Securities Agent State Law Examination
  2018-03-12