Jeffrey Louis Marchitto

Current Employers

Employment History

• 09/2005 → 12/2016
  Oppenheimer & Co. Inc.
  Ft. Lauderdale, FL
• 12/2016 → 01/2025
  Lincoln Financial Advisors Corporation
  Coral Springs, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Coral Springs, FL

Previous Registrations

• 2016-12-07 → 2025-01-24
  Osaic Fa, Inc.
  Boca Raton, FL
  Boca Raton, FL
  Wilton Manors, FL
  Boca Raton, FL
  Coral Springs, FL
• 2005-10-26 → 2016-12-16
  Oppenheimer & Co. Inc.
  Fort Lauderdale, FL
  Ft. Lauderdale, FL
• 2001-06-15 → 2005-08-23
  Morgan Stanley Dw Inc.
  Ft.LAuderdal, FL

Other Businesses

1) TWINVINCIBLE CHARTERS, LLC, CORAL SPRINGS, FL CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED TO OWN AND MAINTAIN BOAT, MIGHT ALSO BE AVAILABLE FOR CHARTER START DATE: 12/2022 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 UPDATE FORM BR: NO 2) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: APG Payout with Heritage Financial Consultants, LLC 3) INSURANCE POSITION: Agent NATURE: solicit insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2016 ADDRESS: 4613 N University Drive, Unit 568, Coral Springs FL 33067, United States DESCRIPTION: solicit insurance and annuities 4) REMEMBER2, INC POSITION: Volunteer Board Member - Finance Committee NATURE: I am interested in becoming a seed investor for a 1% equity stake in a private company. I may also become a board member. No current member of the board or company executives are private clients of mine currently. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2025 ADDRESS: 3100 Ray Ferraro Jr Blvd, Fort Lauderdale FL 33314, United States DESCRIPTION: Attend monthly board meetings and occasional updates via Zoom or Phone. 5) FORMED AN LLC TO PURCHASE A BOAT. POSITION: Manager NATURE: I will use the LLC solely for the purpose of owning and maintaining a boat (2016 Scout 300 LXF). It will primarily be used for personal use, but I may also invite clients and/or prospective clients aboard from time to time. I may also make the boat available as a charter vessel in the future and/or for charity events.? INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 811 SE 6th Ave, Pompano Beach FL 33060, United States DESCRIPTION: I will currently act as Sole Member and Manager of "Twinvincible Charters LLC." Activities mainly involve operating and maintaining the vessel (2016 Scout 300 LXF). The vessel is a small sized boat and not suitable to overnight stays; rather it will be used for day boating activities only. 6) MARCHITTO WEALTH ADVISORS LLC POSITION: President NATURE: Only used to handle business expenses (payroll, office, etc) and 1099 tax filing INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: 811 SE 6th Ave, Pompano Beach FL 33060, United States DESCRIPTION: Only used for processing business expenses and 1099 tax filing. No marketing activities.

Exams

• S66 Uniform Combined State Law Examination
  2001-06-25