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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
125 Half Mile Road Suite 102, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2013 | 05/2019 |
| Bank Of America, N.A. | New York | NY | 06/2013 | 05/2019 |
| Lincoln Financial Advisors Corporation | Red Bank | NJ | 06/2019 | 01/2025 |
| Osaic Wealth, Inc. | Red Bank | NJ | 01/2025 | Present |
1) ROY SCHOENFELD 125 HALF MILE RD STE 102 RED BANK NJ 07701-6749 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, AND TRADITIONAL FIXED LIFE INSURANCE. START DATE: 06/2019 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15. 2) ROY SCHOENFELD 15 TURNBERRY DRIVE MANALAPAN, NJ 07726 CATEGORY: RETAIL SERVICE INVESTMENT RELATED: NO TITLE: CONTACT WORKER DUTIES: DELIVERY DRIVER FOR INSTACART, UBER EATS, DOORDASH START DATE: 04/02/2021 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-06 |
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