Paul Edward Gillham

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

• 12/2012 → 06/2024
  Securities America, Inc
  Maitland, FL
• 12/2012 → 06/2024
  Securities America Advisors
  Maitland, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Maitland, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Maitland, FL

Previous Registrations

• 2012-12-04 → 2024-06-14
  Securities America Advisors, Inc.
  Peoria, IL
  Maitland, FL
• 2005-08-24 → 2012-12-05
  Eagle One Investments, Llc
  Peoria, IL
  Princeton, IL
• 1999-09-27 → 2005-08-11
  Midwestern Securities Trading Company, Llc
  East Peoria, IL

Other Businesses

1. INSURANCE BUSINESS POSITION: Owner/Operator NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2011 ADDRESS: 3002 Legacy Villas Dr., Maitland FL 32751 DESCRIPTION: Identify, market and service insurance related products for clients. 2. Minuteman Identity Theft Prevention POSITION: Owner/Operator NATURE: IIDENTITY PROTECTION, OWNER/OPERATOR, TIME SPENT 1%: INVESTMENT RELATED No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE:01/01/2016 DESCRIPTION: Educate people to prevent identity theft. Marketing materials submitted to AdTrax.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-21
• S63 Uniform Securities Agent State Law Examination
  1996-04-02