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Elizabeth Anne Salmon-Osbon

Osaic Wealth, Inc.

St. Petersburg, FL

CRD 4359870

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2018-11-02
  • FL RA
    APPROVED
    Since 2018-11-02

Branch Locations

St. Petersburg, FL • 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
Pinellas County Supervisor Of Elections Office Largo FL 08/2006 Present
Signator Investors, Inc. St. Petersburg FL 05/2016 11/2018
Royal Alliance Associates, Inc. St. Petersburg FL 11/2018 Present
  • 08/2006 → Present
    Pinellas County Supervisor Of Elections Office
    Largo, FL
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    St. Petersburg, FL
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    St. Petersburg, FL
Previous Registrations
  • 2019-01-16 → 2024-01-19
    Woodbury Financial Services, Inc.
    Oakdale, MN
    St. Petersburg, FL
  • 2019-01-16 → 2023-11-03
    Fsc Securities Corporation
    St. Petersburg, FL
    St. Petersburg, FL
    Atlanta, GA
  • 2019-01-16 → 2023-09-01
    Osaic Services, Inc.
    St. Petersburg, FL
    St. Petersburg, FL
    St. Petersburg, FL
    Scottsdale, AZ
  • 2016-05-13 → 2018-11-02
    Signator Investors, Inc.
    St. Petersburg, FL
  • 2005-07-12 → 2016-05-13
    St. Petersburg, FL
    St. Petersburg, FL
Other Businesses

1) PINELLAS COUNTY SUPERVISOR OF ELECTIONS POSITION: Poll Worker NATURE: Government INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/25/2022 ADDRESS: 13001 Starkey Road, Largo FL 33773, United States DESCRIPTION: Poll worker at local precinct for primary and general elections

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-05
  • S65 Uniform Investment Adviser Law Examination
    2005-07-05
Other Names
  • Liz Sherbuk
  • Elizabeth Salmon
  • Liz Salmon
  • Elizabeth Ann Sherbuk
  • Elizabeth Anne Sherbuk

View on SEC IAPD

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