Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-10
NJ RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2024-06-10
  • NJ RA
    APPROVED
    Since 2024-01-19

Branch Locations

Ventnor City, NJ • United States

1892 Greentree Rd Suite 1A, Cherry Hill, NJ 08003 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Minneapolis MN 12/2009 03/2019
Questar Asset Management Minneapolis MN 12/2009 03/2019
Woodbury Financial Services, Inc. Cherry Hill NJ 03/2019 01/2024
Woodbury Financial Services, Inc. Cherry Hill NJ 03/2019 Present
Osaic Wealth, Inc. Cherry Hill NJ 01/2024 Present
  • 12/2009 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 12/2009 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Cherry Hill, NJ
  • 03/2019 → Present
    Woodbury Financial Services, Inc.
    Cherry Hill, NJ
  • 01/2024 → Present
    Cherry Hill, NJ
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Cherry Hill, NJ
  • 2009-12-21 → 2019-03-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    Cherry Hill, NJ
  • 2008-01-15 → 2009-12-17
    Securities America Advisors, Inc.
    Cherry Hill, NJ
  • 2003-01-09 → 2008-01-18
    Gibbsboro, NJ
    Gibbsboro, NJ
  • 2002-06-07 → 2003-01-15
    Prudential Equity Group, Llc
    Marlton, NJ
Other Businesses

1. ANDREW COHEN - INSURANCE AGENT POSITION: Insurance Agent NATURE: personal production for insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 02/14/2014 ADDRESS: 1892 Greentree Rd, Suite 1A, Cherry Hill NJ 08003, United States DESCRIPTION: Sales and services offering fixed annuities, health, life, long term care ins. 2. ATRIUM FINANCIAL ASSOCIATES, LLC. POSITION: President/Owner. NATURE: Financial services firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/03/2014 ADDRESS: 1892 Greentree Rd, Suite 1A, Cherry Hill NJ 08003 DESCRIPTION: Oversee and manage day to day activities including accounting functions and rep mentoring/coaching. 3. ABRAMSON CANCER CENTER POSITION: Board member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/15/2002 ADDRESS: 3400 Civic Center Blvd, Philadelphia PA 19104, United States DESCRIPTION: Board member - advocate for cancer center 4. MARJORIE B COHEN FOUNDATION POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2001 ADDRESS: 1018 Cobble Creek Cir, Cherry Hill NJ 08003, United States DESCRIPTION: Fund raise and raise awareness for cancer genetics - BRAC gene 5. ATRIUM FINANCIAL ASSOCIATES POSITION: Managing member/Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 1892 Greentree Rd, Suite 1A, Cherry Hill NJ 08003, United States DESCRIPTION: Subletting office space. Managing office. 6. ATRIUM FINANCIAL ASSOCIATES POSITION: Financial Advisor - Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/14/2014 ADDRESS: 1892 Greentree Rd, Suite 1A, Cherry Hill NJ 08003, United States DESCRIPTION: Work with individuals and families helping them navigate their financial goals pre and post retirement.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-13
S65 Uniform Investment Adviser Law Examination 1998-07-30
  • S63 Uniform Securities Agent State Law Examination
    1998-08-13
  • S65 Uniform Investment Adviser Law Examination
    1998-07-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ventnor City, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor