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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-27
GA RA APPROVED 2024-10-11
PA RA APPROVED 2024-10-11
  • CA RA
    APPROVED
    Since 2025-08-27
  • GA RA
    APPROVED
    Since 2024-10-11
  • PA RA
    APPROVED
    Since 2024-10-11

Branch Locations

One Bala Plaza 231 St. Asaphs Rd, Ste 429, Bala Cynwyd, PA 19004 • 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
Bcg Securities, Inc. Delran NJ 01/2013 Present
American Portfolios Financial Services, Inc. Holbrook NY 05/2020 10/2024
American Portfolios Advisors, Inc. Holbrook NY 05/2020 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 01/2013 → Present
    Delran, NJ
  • 05/2020 → 10/2024
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 05/2020 → 10/2024
    American Portfolios Advisors, Inc.
    Holbrook, NY
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2020-05-01 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2014-04-29 → 2020-05-08
    Haddonfield, NJ
    Cherry Hill, NJ
    Cherry Hill, NJ
    Cherry Hill, NJ
  • 2004-03-04 → 2013-01-16
    Osaic Fs, Inc.
    Haddonfield, NJ
    Haddonfield, NJ
Other Businesses

1. Haddon Planning Group - Insurance sales, not investment related 2. American Portfolios Advisors Inc. - IAR, investment related 3. CHRISTINE BESCHEN POSITION: Owner NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1993 ADDRESS: 301 Santa Anita Dr, North Wales PA 19454, United States DESCRIPTION: My duties included selling insurance products

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-04-05
  • S63 Uniform Securities Agent State Law Examination
    1988-04-05
Other Names
  • Christine B Serviolo

View on SEC IAPD

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