Jeffrey R Mcintire

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2023-06-26
NJ	RA	APPROVED	2018-11-02

SC RA
APPROVED

Since 2023-06-26
NJ RA
APPROVED

Since 2018-11-02

Branch Locations

Mt Pleasant, SC • 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

Organization	City	State	From	To
Jhfn Sii	Livingston	NJ	12/2010	11/2018
Tee To Green Financial, Llc	East Brunswick	NJ	03/2008	Present
Royal Alliance Associates, Inc.	Livingston	NJ	11/2018	Present

12/2010 → 11/2018

Jhfn Sii

Livingston, NJ
03/2008 → Present

Tee To Green Financial, Llc

East Brunswick, NJ
11/2018 → Present

Royal Alliance Associates, Inc.

Livingston, NJ

Previous Registrations

2014-02-18 → 2018-11-02

Signator Investors, Inc.

Livingston, NJ

Other Businesses

1. TEE TO GREEN FINANCIAL, LLC POSITION: Managing Partner NATURE: Partnership: TAX PREPARATION AND FILING INVESTMENT RELATED: No NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 80 START DATE: 03/17/2008 ADDRESS: 290 West Mt Pleasant Ave, Suite 2300, Livingston NJ 07039, United States DESCRIPTION: Involved in all duties inside the partnership. 2. JEFF MCINTIRE POSITION: Agent NATURE: Sole Proprietor - Health and Group Benefits INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2011 ADDRESS: 290 West Mt Pleasant Ave, Suite 2300, Livingston NJ 07039, United States DESCRIPTION: Agent 3. JEFF MCINTIRE POSITION: Agent NATURE: Insurance Broker: Life, Annuities, LTC, DI. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2011 ADDRESS: 290 West Mt Pleasant Ave, Suite 2300, Livingston NJ 07039, United States DESCRIPTION: Agent 4. ACORN FINANCIAL SERVICES POSITION: Financial Planner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2011 ADDRESS: 290 West Mt Pleasant Ave, Suite 2300, Livingston NJ 07039, United States DESCRIPTION: Sell variable annuities, variable life insurance, mutual funds, and investment advisory services to clients.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-01-31
S63	Uniform Securities Agent State Law Examination	2011-04-20

S65 Uniform Investment Adviser Law Examination

2014-01-31
S63 Uniform Securities Agent State Law Examination

2011-04-20

Other Names

Jeff R Mcintire
Jeff R Mcintire

View on SEC IAPD