Thomas Anthony Purpura
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jun 2025 to now
- OsaicMay 2025 to now
- Thrivent FinancialSep 2024 to Mar 2025
- Thrivent Investment Management IncSep 2024 to Mar 2025
- UnemployedNov 2023 to Sep 2024
- Exchangeright Securities, LLCMar 2023 to Nov 2023
- Aurora Securities, Inc.Jul 2022 to Mar 2023
- 1031 Consulting and Services GroupJun 2022 to Apr 2023
- UnemployedMay 2021 to Jul 2022
- International Assets Advisory, LLCJun 2019 to May 2021
- UnemployedDec 2018 to May 2019
- Resource Securities, Inc.May 2017 to Nov 2018
- Bluerock Capital Markets, LLCJun 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2503627
- Firm CRD
- 23131