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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 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
125 Half Mile Road Suite 102, Red Bank, NJ 07701 • United States
61 South Paramus Road Suite 425, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Paramus | NJ | 08/2007 | 01/2025 |
| Osaic Wealth, Inc. | Paramus | NJ | 01/2025 | Present |
1) JASON BRITO 61 S PARAMUS ROAD, SUITE 425 PARAMUS, NJ 07652 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED AND EQUITY INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE PRODUCTS/SERVICES START DATE: 05/02/2017 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) WEALTH BY DESIGN, LLC 61 S. PARAMUS ROAD, SUITE 425 PARAMUS, NJ 07652 CATEGORY: LLC/ENTITY INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE START DATE: 06/23/2017 HOURS PER MONTH: 200 HOURS PER MONTH DURING TRADING HOURS:130 3) NLC ASSURANCE GROUP, LLC 120 WOOD AVENUE SOUTH, SUITE 508 ISELIN, NJ 08830 CATEGORY: LLC /ENTITY INVESTMENT RELATED:Y TITLE: CO-OWNER DUTIES:ACCIDENT AND HEALTH INSURANCE, COMMISSION NASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, LONG-TERM CARE INSURANCE, COMMISSION BASED GROUP HEALTH BENEFITS, AND TRADITIONAL LIFE INSURANCE START DATE: 08/01/2017 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 4) ACCESS BENEFIT CONSULTING 61 SOUTH PARAMUS ROAD, SUITE 425 PARAMUS NJ 07652 CATEGORY: ENTITY INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES: PARTNER OF ENTITY OFFERING GROUP HEALTH BENEFITS START DATE: 1/1/2021 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 5) WEALTH BY DESIGN, LLC POSITION: Owner NATURE: I am 32% owner of Wealth by Design, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/23/2017 ADDRESS: 61 South Paramus Rd., Suite 425, Paramus NJ 07652, United States DESCRIPTION: I will continue to act as a Financial Planner while owning 32% of the LLC. 6) BACKUP POA FOR MY WIFE'S AUNT POSITION: Trustee NATURE: I was made aware that my wife's aunt named me as a backup POA in her document. She is not a client. We do not manage any investments or insurance or anything else for her. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2020 ADDRESS: 10 White Oak Ridge Road, Lincroft NJ 07738, United States DESCRIPTION: Backup POA to my wife's aunt. 7) EXECUTOR OF PARENTS AND TRUSTEE OF TESTAMENTARY TRUST POSITION: Trustee NATURE: My parents want me to serve as their executor, as well as the co-trustee of their disclaimer trust, if applicable upon their passing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2016 ADDRESS: 10 White Oak Ridge Rd, Lincroft NJ 07738, United States DESCRIPTION: help my parents probate their estate and administrate it. 8) POWER OF ATTORNEY AGENT POSITION: Power of Attorney Agent NATURE: POA Agent INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/11/2025 ADDRESS: 10 White Oak Ridge Road, Lincroft NJ 07738, United States DESCRIPTION: I will be serving as Power of Attorney for my Aunt and Uncle. 9) BACKUP TRUSTEE POSITION: Backup Trustee NATURE: I am acting as their backup trustee for their Revocable Living Trusts. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/11/2025 ADDRESS: 10 White Oak Ridge Road, Lincroft NJ 07738, United States DESCRIPTION: I am serving as their backup trustee for their revocable living trusts. 10) EXECUTOR POSITION: Executor NATURE: Executor of the Will INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/11/2025 ADDRESS: 10 White Oak Ridge Road, Lincroft NJ 07738, United States DESCRIPTION: Will serve as executor of their Will
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-28 |
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