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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
Long Beach Township, NJ • United States
North Caldwell, NJ • United States
61 South Paramus Road Suite 425, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Paramus | NJ | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Paramus | NJ | 01/2025 | Present |
1) ARTHUR KATZ, 61 S PARAMUS ROAD SUITE 425 PARAMUS NJ CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, AND TRADITIONAL LIFE INSURANCE. START DATE: 1/1/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 2) ARTHUR GARY KATZ POSITION: Broker NATURE: Traditional FIxed Insurance Brokerage through Multiple General Agencies and Insurance Carriers as is necessary for underwriting diversification and competitive products situations( FIxed Life Insurance, Long Term Care, DIsability Insurance , possibly fixed annuities and health insurance products and unregistered 401k's--John Hancock, Principal etc examples companies would include Crump Life Insurance Services, Highland Capital , Eagil , Security Mutual , Prudential INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2009 ADDRESS: SagemarkPW, 7 Elm Place, North Caldwell NJ 07006, United States DESCRIPTION: Sell and service Life Insurance Policies, Long Term care and Disability insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-07-21 |
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