William E Eldridge

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2026-08-25
FL	RA	APPROVED	2026-05-14
KS	RA	APPROVED	2026-05-13
TX	RA	APPROVED	2026-05-13

CT RA
APPROVED

Since 2026-08-25
FL RA
APPROVED

Since 2026-05-14
KS RA
APPROVED

Since 2026-05-13
TX RA
APPROVED

Since 2026-05-13

Branch Locations

Killingly, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
First Command Financial Planning, Inc.	Fort Worth	TX	09/2014	03/2019
First Command Insurance Services, Inc	Fort Worth	TX	09/2014	03/2019
First Command Advisory Services	Fort Worth	TX	12/2015	03/2019
Unemployed	Danielson	CT	03/2019	12/2019
First Command Advisory Services	Fort Worth	TX	12/2019	04/2026
First Command Financial Planning, Inc.	Fort Worth	TX	12/2019	04/2026
First Command Insurance Services, Inc	Fort Worth	TX	12/2019	04/2026
Unemployed	Halstead	KS	04/2026	Present
Osaic Wealth Inc	Halstead	KS	05/2026	Present

09/2014 → 03/2019

First Command Financial Planning, Inc.

Fort Worth, TX
09/2014 → 03/2019

First Command Insurance Services, Inc

Fort Worth, TX
12/2015 → 03/2019

First Command Advisory Services

Fort Worth, TX
03/2019 → 12/2019

Unemployed

Danielson, CT
12/2019 → 04/2026

First Command Advisory Services

Fort Worth, TX
12/2019 → 04/2026

First Command Financial Planning, Inc.

Fort Worth, TX
12/2019 → 04/2026

First Command Insurance Services, Inc

Fort Worth, TX
04/2026 → Present

Unemployed

Halstead, KS
05/2026 → Present

Osaic Wealth Inc

Halstead, KS

Previous Registrations

2020-01-07 → 2026-05-19

First Command Advisory Services

Halstead, KS

Fort Worth, TX

New London, CT

New London, CT

Corpus Christi, TX

Manhattan, KS

Wamego, KS
2015-12-15 → 2019-04-01

First Command Advisory Services

Columbia, SC

New London, CT

Fort Worth, TX

Jacksonville Beach, FL
2014-08-08 → 2015-12-15

First Command Brokerage Services, Inc.

Sumter, SC

N. Charleston, SC

Mt Pleasant, SC

Columbia, SC

New London, CT

Highland Falls, NY

Jacksonville Beach, FL

Other Businesses

1. GPS FINANCIAL POSITION: Managing Partner NATURE: This is my LLC that covers my Financial Advisory Business. Currently set as a S-Corp. All business expenses pass through this LLC for tax purposes. This is not a separate business entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 6750 S. Hertzler Rd, Halstead KS 67056, United States DESCRIPTION: Track and submit business expenses and mileage to my accountant for annual tax preparations and payroll.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-08-02
S63	Uniform Securities Agent State Law Examination	2014-06-28

S65 Uniform Investment Adviser Law Examination

2014-08-02
S63 Uniform Securities Agent State Law Examination

2014-06-28

Other Names

William Edward Eldridge
William Edward Eldridge

View on SEC IAPD