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Beth Ann Eldridge

Osaic Wealth, Inc.

Galveston, TX

Florrisant, CO

Houston, TX

CRD 1457613

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-11
CO RA APPROVED 2024-10-11
GA RA APPROVED 2024-10-11
NC RA APPROVED 2024-10-11
TX RA APPROVED 2024-10-11
  • CA RA
    APPROVED
    Since 2024-10-11
  • CO RA
    APPROVED
    Since 2024-10-11
  • GA RA
    APPROVED
    Since 2024-10-11
  • NC RA
    APPROVED
    Since 2024-10-11
  • TX RA
    APPROVED
    Since 2024-10-11

Branch Locations

Galveston, TX • United States

Florrisant, CO • United States

4550 Post Oak Place Ste 228, Houston, TX 77027 • 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
OrganizationCityStateFromTo
American Portfolios Financial Services, Inc. Houston TX 11/2003 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 11/2003 → 10/2024
    American Portfolios Financial Services, Inc.
    Houston, TX
  • 10/2024 → Present
    Osaic Wealth, Inc.
    Scottsdale, AZ
Previous Registrations
  • 2003-12-11 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 1998-02-17 → 2003-12-09
    Stanford Group Company
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-29
S63 Uniform Securities Agent State Law Examination 1986-02-21
  • S65 Uniform Investment Adviser Law Examination
    1995-08-29
  • S63 Uniform Securities Agent State Law Examination
    1986-02-21

View on SEC IAPD

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