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Brendan T O'COnnor

Osaic Wealth, Inc.

Red Bank, NJ

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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
  • NJ RA
    APPROVED
    Since 2025-01-24

Branch Locations

125 Half Mile Road Suite 102, Red Bank, NJ 07701 • 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 Edison NJ 06/2010 01/2025
Osaic Wealth, Inc. Red Bank NJ 01/2025 Present
  • 06/2010 → 01/2025
    Lincoln Financial Advisors
    Edison, NJ
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Red Bank, NJ
Previous Registrations
  • 2024-03-18 → 2025-01-24
    Osaic Fa, Inc.
    Iselin, NJ
    Red Bank, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-16
S63 Uniform Securities Agent State Law Examination 2010-02-04
  • S65 Uniform Investment Adviser Law Examination
    2024-03-16
  • S63 Uniform Securities Agent State Law Examination
    2010-02-04
Other Names
  • Brendan T Oconnor

View on SEC IAPD

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Other Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ
WBI INVESTMENTS, LLC · RED BANK, NJ
PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ
ATLAS PRIVATE WEALTH ADVISORS · RED BANK, NJ
DONALD W. CASH & ASSOCIATES, LLC · RED BANK, NJ
IEM ASSET MANAGEMENT, LLC · RED BANK, NJ

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