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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • NJ RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

Lincroft, NJ • United States

125 Half Mile Road Suite 102, Red Bank, NJ 07701 • United States

61 South Paramus Road Suite 425, Paramus, NJ 07652 • 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
Lincoln Financial Advisors Paramus NJ 08/2007 01/2025
Osaic Wealth, Inc. Paramus NJ 01/2025 Present
  • 08/2007 → 01/2025
    Lincoln Financial Advisors
    Paramus, NJ
  • 01/2025 → Present
    Paramus, NJ
Previous Registrations
  • 2007-11-30 → 2025-01-24
    Osaic Fa, Inc.
    Paramus, NJ
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-28
  • S66 Uniform Combined State Law Examination
    2007-11-28
Designations

View on SEC IAPD

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