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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
61 South Paramus Road Suite 425, Paramus, NJ 07652 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 10/2009 | 09/2021 |
| Bank Of America, N.A. | Short Hills | NJ | 10/2011 | 09/2021 |
| Lincoln Financial Advisors Corporation | Paramus | NJ | 09/2021 | 01/2025 |
| Osaic Wealth, Inc. | Paramus | NJ | 01/2025 | Present |
1)MICHAEL R JASON 150 MAPLEWOOD AVENUE WAYNE NJ 07470 CATEGORY: SPORTS COACH/OFFICIAL INVESTMENT RELATED: NO TITLE: HOCKEY COACH DUTIES: COACH/TEACH LOCAL YOUTH HOCKEY TEAM START DATE: 9/3/2012 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 0 2) MICHAEL JASON / WEALTH BY DESIGN 61 PARAMUS ROAD #425 PARAMUS NJ 07652 CATEGORY: AGENT INVESTMENT RELATED: YES TITLE: BROKER DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, AND TRADITIONAL FIXED LIFE INSURANCE START DATE: MAY 2023 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-08 |
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