Beth Okabayashi Hodges

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

• 01/2009 → 06/2024
  Securities America, Inc.
  Cincinnati, OH
• 03/2015 → 06/2024
  Securities America Advisors
  Cincinnati, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cincinnati, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cincinnati, OH

Previous Registrations

• 2015-03-13 → 2024-06-14
  Securities America Advisors, Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

***QUEEN CITY CAPITAL MANAGEMENT, LLC POSITION: Owner NATURE: QUEEN CITY CAPITAL MANAGEMENT LLC/REGISTERED INVESTMENT ADVISOR--4% OWNER INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 212 East 3rd Street, Suite 100, Cincinnati OH 45202, United States DESCRIPTION: 4% passive owner. I have no duties. ***DBA - Queen City Financial Advisors, LLC

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-10-24

Other Names

• Beth O Hodges
• Beth Okabayashi