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1041 West Lacey Road 2Nd Floor, Forked River, NJ 08731 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-03 |
| NJ | RA | APPROVED | 2013-04-02 |
Branch Locations
1041 West Lacey Road 2Nd Floor, Forked River, NJ 08731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Manalapan | NJ | 12/2012 | Present |
| Davidson Wealth Management Llc | Manalapan | NJ | 12/2012 | Present |
1. DAVIDSON WEALTH MANAGEMENT POSITION: Statutory Agent - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 03/01/2013 ADDRESS: 1041 West Lacey Rd, 2nd Floor, Forked River NJ 08731, United States DESCRIPTION: Analyze clients insurance needs, provide recommendations where suitable, act as agent in application and underwriting process. 2. DAVIDSON WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 03/12/2013 ADDRESS: 1041 West Lacey Rd, 2nd Floor, Forked River NJ 08731, United States DESCRIPTION: Analyze client portfolios using asset allocation in order to chose appropriate investments given the client's risk tolerance and investment objectives. Provide ongoing investment management and financial planning services. 3. DAVIDSON WEALTH MANAGEMENT LLC POSITION: Trustee NATURE: I am the Trustee for my father's irrevocable trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/28/2026 ADDRESS: 1041 West Lacey Rd, 2nd Floor, Forked River NJ 08731, United States DESCRIPTION: I make investment decisions for the assets held in my fathers irrevocable trust. 4. SEVCENKO FAMILY TRUST POSITION: Trustee NATURE: I am the Trustee of my parents irrevocable Family Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/28/2026 ADDRESS: 1041 West Lacey Rd, 2nd Floor, Forked River NJ 08731, United States DESCRIPTION: I make investment decisions for the assets held in my parents irrevocable trust
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-06 |
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