Elizabeth Ann Watson

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

• 06/2016 → 11/2017
  Capital Choice Financial Services
  Greensboro, GA
• 06/2016 → 06/2017
  Ccf Investments
  Greensboro, GA
• 06/2017 → 11/2017
  Ameritas Investment Corp.
  Lincoln, NE
• 11/2017 → 12/2018
  Questar Capital Corporation
  Minneapolis, MN
• 12/2017 → 07/2018
  Questar Asset Management
  Minneapolis, MN
• 12/2018 → 06/2024
  Securities America, Inc.
  Brookfield, CT
• 09/2019 → 06/2024
  Securities America Advisors
  Brookfield, CT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Brookfield, CT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Brookfield, CT

Previous Registrations

• 2019-09-30 → 2024-06-14
  Securities America Advisors, Inc.
  Danbury, CT
  Brookfield, CT

Other Businesses

1. SYFG POSITION: Owner NATURE: To provide life, disability, LTC and Medicare insurance to individuals as well as Fixed and EIAs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 09/25/2018 ADDRESS: 14 Fairfield Dr., #107, Brookfield CT 06804, United States DESCRIPTION: I provide life, disability, LTC to individuals as well as Fixed and EIAs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-26
• S63 Uniform Securities Agent State Law Examination
  2013-10-14

Other Names

• Elizabeth Ann Hillegass
• Beth Ann Hillegass
• Beth Ann Worthington
• Elizabeth A Worthington
• Elizabeth Ann Worthington