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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 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brian C. Greenberg & Assoc | Marlton | NJ | 01/1990 | Present |
| Woodbury Financial Services, Inc | Marlton | NJ | 08/2010 | 09/2016 |
| Lincoln Financial Advisors Corporation | Marlton | NJ | 09/2016 | 01/2025 |
| Osaic Wealth, Inc. | Marlton | NJ | 01/2025 | Present |
1) BRIAN GREENBERG 1 EVES DRIVE, SUITE 111 MARLTON NJ 08053 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, EQUITY INDEXED ANNUITIES, FIXED ANNUITIES, LIFE SETTLEMENTS, AND TRADITIONAL LIFE INSURANCE START DATE: 08/2016 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10. 2) BRIAN GREENBERG CPA/BRIAN GREENBERG AND ASSOCIATES LLC 1 EVES DRIVE, SUITE 111 MARLTON NJ 08053 CATEGORY: CPA/LLC ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: TAX PREPARATION START DATE: 1990 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 100 (DURING TAX SEASON) 3) BRIAN GREENBERG /OCEANS FIVE LLC 106 SAXBY TERRACE CHERRY HILL NJ 08053 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: COLLECT RENT START DATE: 10/26/2018 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-08 |
| S66 | Uniform Combined State Law Examination | 2002-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-08 |
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