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Patricia Ann Trapp

Osaic Wealth, Inc.

Hamilton, NJ

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-10-11
GA RA APPROVED 2024-10-11
NJ RA APPROVED 2024-10-11
NC RA APPROVED 2024-10-11
PA RA APPROVED 2024-10-11
SC RA APPROVED 2024-10-11
VA RA APPROVED 2024-10-11
  • CT RA
    APPROVED
    Since 2024-10-11
  • GA RA
    APPROVED
    Since 2024-10-11
  • NJ RA
    APPROVED
    Since 2024-10-11
  • NC RA
    APPROVED
    Since 2024-10-11
  • PA RA
    APPROVED
    Since 2024-10-11
  • SC RA
    APPROVED
    Since 2024-10-11
  • VA RA
    APPROVED
    Since 2024-10-11

Branch Locations

1 Nami Lane Suite 10A, Hamilton, NJ 08619 • 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
Ubs Financial Services Inc. Princeton NJ 01/2001 Present
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
Previous Registrations
  • 2009-07-21 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2002-04-05 → 2009-08-10
    Ubs Financial Services Inc.
    Princeton, NJ
    Princeton, NJ
Other Businesses

I SELL ANNUITIES UTILIZING VARIOUS VENDORS. I ALSO SELL LIFE INSURANCE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-10
  • S66 Uniform Combined State Law Examination
    2001-04-10

View on SEC IAPD

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Other Offices

ROCKEFELLER FINANCIAL LLC · HAMILTON, NJ
PNC WEALTH MANAGEMENT LLC · HAMILTON, NJ
ROCKEFELLER FINANCIAL LLC · HAMILTON, NJ
ROCKEFELLER FINANCIAL LLC · HAMILTON, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · Hamilton, NJ
LPL FINANCIAL LLC · HAMILTON, NJ
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