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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-11-02
PA RA APPROVED 2018-11-02
  • NJ RA
    APPROVED
    Since 2018-11-02
  • PA RA
    APPROVED
    Since 2018-11-02

Branch Locations

Burlington, NJ • United States

1790 Yardley-Langhorne Road Heston Hall, Suite 202, Yardley, PA 19067 • 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
Signator Inv Inc Yardley PA 05/2016 11/2018
Osaic Wealth, Inc. Yardley PA 11/2018 Present
  • 05/2016 → 11/2018
    Signator Inv Inc
    Yardley, PA
  • 11/2018 → Present
    Yardley, PA
Previous Registrations
  • 2016-05-23 → 2018-11-02
    Signator Investors, Inc.
    Yardley, PA
  • 2004-06-17 → 2016-05-24
    Msi Financial Services, Inc.
    Moorestown, NJ
    Mount Laurel, NJ
    Short Hills, NJ
  • 2002-07-30 → 2004-06-17
    Ws Griffith Securities, Inc.
    Mt Laurel, NJ
Other Businesses

1. EDELMAN WEALTH MANAGEMENT GROUP POSITION: Vice President Strategic Planning & Analysis NATURE: Corporation acting as a DBA for my Royal Alliance Securities business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 220 SECURITIES TRADING HOURS: 174 START DATE: 06/01/2016 ADDRESS: 1790 Yardley-Langhorne Road, Suite 202, Yardley PA 19067, United States DESCRIPTION: Provide case design, support and client engagement. Help run the operations of the firm. Oversee other advisors and staff of the firm. Help to drive revenue. 2. GLENN MELLIN POSITION: Owner NATURE: It is a Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2017 ADDRESS: 15 Jasmine Drive, Burlington NJ 08016, United States DESCRIPTION: Work with clients to deliver fixed insurance solutions. Primarily focused on Life Insurance but may include diabiltiy, LTC and Fixed Annuities. 3. EDELMAN INSURANCE MANAGEMENT GROUP POSITION: Partner/ Insurance Broker NATURE: This is an LLC owned by Scott Edelman. The nature of the business is employee benefits and fixed insurance and annuity products. Edelman Insurance Management Group is used as a marking name. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2021 ADDRESS: 1790 Yardley-Langhorne Road, Suite 202, Yardley PA 19067, United States DESCRIPTION: When I write fixed insurance business and/or annuity business through an Insurance Brokerage firm the commissions are paid to Edelman Insurance Management Group and then paid to me. I spend a little time marketing insurance to existing and prospective clients.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-02-03
  • S63 Uniform Securities Agent State Law Examination
    1988-02-03
Designations

View on SEC IAPD

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