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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)22 years in industry

ANDREA BETH SHEIKH

Advisor at OSAIC WEALTH, INC.

BEE CAVE, TX | Delray Beach, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 27, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSAIC WEALTH, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 23, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 23, 2004
First registration: Aug 27, 2004
Dual registered: yes, broker-dealer
Other names: ANDREA BETH GALECKI
IAPD individual key: 4670461

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC WEALTH, INC.	Bd affiliated wealth	Sep 1, 2023	n/a	yes	BEE CAVE, TX\|Delray Beach, FL	Current employment
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	May 9, 2022	Sep 1, 2023	no	PALM CITY, FL	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jun 22, 2018	May 9, 2022	no	Pompano Beach, FL\|SCOTTSDALE, AZ\|Boca Raton, FL\|BOCA RATON, FL	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Jan 25, 2013	Jan 18, 2018	no	NEW YORK, NY	Previous registration
INDEPENDENT PORTFOLIO CONSULTANTS, INC.	Former SEC adviser	Aug 27, 2004	Oct 19, 2012	no	BOCA RATON, FL\|BOCA RATON, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAGEPOINT FINANCIAL, INC.	OSAIC WEALTH, INC.	Sep 1, 2023	Sep 1, 2023	0	Bulk transfer	Ibd to ibd
OSAIC FA, INC.	SAGEPOINT FINANCIAL, INC.	May 9, 2022	May 9, 2022	0	Firm change	Ibd to ibd
EAGLE STRATEGIES LLC	OSAIC FA, INC.	Jan 18, 2018	Jun 22, 2018	155	Firm change	Other
INDEPENDENT PORTFOLIO CONSULTANTS, INC.	EAGLE STRATEGIES LLC	Oct 19, 2012	Jan 25, 2013	98	Firm change	Other

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Sep 1, 2023 to presentfactForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
May 9, 2022 to Sep 1, 2023factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jun 22, 2018 to May 9, 2022factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Jan 25, 2013 to Jan 18, 2018factForm ADV
→ INDEPENDENT PORTFOLIO CONSULTANTS, INC.Registered adviserregistration: previous registration
Aug 27, 2004 to Oct 19, 2012factForm ADV

Dated events

Occurred
May 9, 2022
Advisor changed firm
Andrea Beth Sheikh left Osaic Fa, Inc. for Sagepoint Financial, Inc. (registered 2022-05-09)
Form ADVobserved 5 days ago