Harry William Beltran

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-24

TX RA
APPROVED

Since 2025-01-24

Branch Locations

Laredo, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Securities Corporation	Laredo	TX	04/2009	01/2025
Omega Financial Concepts	Laredo	TX	05/2004	Present
Osaic Wealth, Inc.	Laredo	TX	01/2025	Present

04/2009 → 01/2025

Lincoln Financial Securities Corporation

Laredo, TX
05/2004 → Present

Omega Financial Concepts

Laredo, TX
01/2025 → Present

Osaic Wealth, Inc.

Laredo, TX

Previous Registrations

2010-05-21 → 2025-01-24

Osaic Fs, Inc.

Laredo, TX

San Antonio, TX

Laredo, TX
2001-01-22 → 2009-04-15

Woodbury Financial Services, Inc.

Laredo, TX

Laredo, TX

Other Businesses

1)OMEGA FINANCIAL CONCEPTS, 1701 JACAMAN ROAD, SUITE 12 LAREDO, TX. 78041, INSURANCE, INVESTMENT RELATED, AGENT, OFFERS ACCIDENT AND HEALTH, DISABILITY, FIXED AND TRADITIONAL PRODUCTS AS WELL AS INDEXED ANNUITIES AND HEALTH SAVINGS ACCOUNTS, START DATE 1995, 40 HPM, 40 HPM DURING TRADING HOURS. 2)Harry Beltran. 1701 Jacaman Road, Laredo, TX Category: Real Estate Rental Investment-Related: Yes Title: Owner Duties: rents office suites Start Date: 1/2015 Hours per month: 5 Hours per month during trading hours: 2

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-05-29
S63	Uniform Securities Agent State Law Examination	1996-03-29

S65 Uniform Investment Adviser Law Examination

1998-05-29
S63 Uniform Securities Agent State Law Examination

1996-03-29

View on SEC IAPD