Aurelia Ann Dukes

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

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Sonoma, CA
• 11/2019 → 01/2025
  Lincoln Financial Advisors Corporation
  St. Petersburg, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Sonoma, CA

Previous Registrations

• 1997-12-19 → 2025-01-24
  Osaic Fa, Inc.
  Sonoma, CA
  San Ramon, CA
  Sonoma, CA
  St. Petersburg, FL

Other Businesses

1) AURELIA DUKES 922 NORTH SHORE DRIVE N.E. ST. PETERSBURG, FL, 33701 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, AND TRADITIONAL LIFE INSURANCE. START DATE: 3/16/2009 HOURS PER MONTH: 15. HOURS PER MONTH DURING TRADING HOURS: 15. 2) AURELIA DUKES/BEDROCK LEGACY LLC, 922 NORTH SHORE DRIVE N.E., ST. PETERSBURG, FL CATEGORY: RENTAL PROPERTY/LLC INVESTMENT-RELATED: YES TITLE: OWNER/MANAGING MEMBER DUTIES: OWN LLC; MANAGE PROPERTY AND HANDLE RENTAL OF 13201 WIGHT STREET, OCEAN CITY, MD START DATE: 1/2022 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-07-18
• S63 Uniform Securities Agent State Law Examination
  1992-05-06

Other Names

• Aurelia Ann Reann
• Reann Dukes
• Reann Rashid
• Aurelia Rashid