DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

William E Eldridge

Osaic Wealth, Inc.BD affiliatedKillingly, Ctdual registrantIAPD 6338162

Feed of 09/14/2026

Also filed as William Edward Eldridge

At current firm

0 y

since May 13, 2026

In the industry

12 y

since Jun 28, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Osaic Wealth, Inc. BD affiliated current
since May 13, 2026 · Killingly, Ct
First Command Advisory Services BD affiliated
Jan 7, 2020 to May 19, 2026 · Halstead, Ks
First Command Advisory Services BD affiliated
Dec 15, 2015 to Apr 1, 2019 · Columbia, Sc
First Command Financial Planning, Inc. former
Aug 8, 2014 to Dec 15, 2015 · Sumter, Sc

Moves

a registration end followed by a registration begin elsewhere

First Command Advisory Services to Osaic Wealth, Inc.
left May 19, 2026, registered May 13, 2026 (-6 days) · Affiliated broker-dealer or bank to another
First Command Financial Planning, Inc. to First Command Advisory Services
left Dec 15, 2015, registered Dec 15, 2015 (0 days) · corporate re-registration, not a move

Signals

William E Eldridge left First Command Advisory Services for Osaic Wealth, Inc. (registered 2026-05-13)
May 19, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address