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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-01-31
  • PA RA
    APPROVED
    Since 2024-01-31

Branch Locations

301 Lindenwood Drive, Suite 130, Malvern, PA 19355 • 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
Wsfs Wayne PA 02/2019 09/2021
Univest Souderton PA 08/2016 02/2019
National Penn Berwyn PA 02/2014 08/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2021 05/2022
Northwestern Mutual Investment Services Llc West Chester PA 10/2021 05/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2022 05/2022
Penn Mutual Life Insurance Company Horsham PA 06/2022 01/2023
Hornor, Townsend, & Kent Llc Horsham PA 06/2022 01/2023
Cuso Financial Services, Lp San Diego CA 01/2023 11/2023
Infinex Institutions, Inc. Meriden CT 11/2023 Present
Mid Penn Bank Malvern PA 11/2023 Present
  • 02/2019 → 09/2021
    Wsfs
    Wayne, PA
  • 08/2016 → 02/2019
    Univest
    Souderton, PA
  • 02/2014 → 08/2017
    National Penn
    Berwyn, PA
  • 10/2021 → 05/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2021 → 05/2022
    Northwestern Mutual Investment Services Llc
    West Chester, PA
  • 03/2022 → 05/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2022 → 01/2023
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 06/2022 → 01/2023
    Hornor, Townsend, & Kent Llc
    Horsham, PA
  • 01/2023 → 11/2023
    Cuso Financial Services, Lp
    San Diego, CA
  • 11/2023 → Present
    Infinex Institutions, Inc.
    Meriden, CT
  • 11/2023 → Present
    Mid Penn Bank
    Malvern, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-30
S63 Uniform Securities Agent State Law Examination 2022-01-27
  • S65 Uniform Investment Adviser Law Examination
    2024-01-30
  • S63 Uniform Securities Agent State Law Examination
    2022-01-27
Other Names
  • Christopher Paul Reed
  • Christopher Reed

View on SEC IAPD

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