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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

PATRICIA ELAINE VENEY

Advisor at OSAIC WEALTH, INC.

OWINGS MILLS, MD

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Search this name across graphsid dfx:ria:fed26749-bc18-8a88-1d00-6edc0dea40a8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 25, 1998 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: Jul 2, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jul 2, 1998
First registration: Nov 25, 1998
Dual registered: yes, broker-dealer
IAPD individual key: 2951454

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	Jan 19, 2024	n/a	yes	OWINGS MILLS, MD	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 1, 2019	Jan 19, 2024	no	OWINGS MILLS, MD	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Apr 24, 2014	Mar 1, 2019	no	MINNEAPOLIS, MN\|WINDSOR MILL, MD\|OWINGS MILLS, MD	Previous registration
COLORADO FINANCIAL SERVICE CORPORATION	Former SEC adviser	Sep 26, 2012	Apr 14, 2014	no	PONTE VEDRA, FL\|WINDSOR MILL, MD	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Nov 25, 1998	Jun 29, 2012	no	WINDSOR MILL, MD\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|WINDSOR HILL, MD	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
WOODBURY FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Jan 19, 2024	Jan 19, 2024	0	Bulk transfer	Ibd to ibd
QUESTAR ASSET MANAGEMENT, INC.	WOODBURY FINANCIAL SERVICES, INC.	Mar 1, 2019	Mar 1, 2019	0	Bulk transfer	Ibd to ibd
COLORADO FINANCIAL SERVICE CORPORATION	QUESTAR ASSET MANAGEMENT, INC.	Apr 14, 2014	Apr 24, 2014	10	Firm change	Other
MONEY CONCEPTS ADVISORY SERVICE	COLORADO FINANCIAL SERVICE CORPORATION	Jun 29, 2012	Sep 26, 2012	89	Firm change	Other

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 1, 2019 to Jan 19, 2024factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 24, 2014 to Mar 1, 2019factForm ADV
→ COLORADO FINANCIAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Sep 26, 2012 to Apr 14, 2014factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Nov 25, 1998 to Jun 29, 2012factForm ADV

Dated events

No dated event names this entity yet.