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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-03
NJ RA APPROVED 2025-01-31
  • FL RA
    APPROVED
    Since 2025-02-03
  • NJ RA
    APPROVED
    Since 2025-01-31

Branch Locations

901 Lincoln Dr. W, Suite 304, Marlton, NJ 08053 • 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
Nylife Securities, Llc Horsham PA 09/2018 07/2019
New York Life Insurance Company Horsham PA 08/2018 07/2019
Sei Investments Oaks PA 01/2017 08/2018
Massmutual East Windsor NJ 07/2019 01/2025
Mml Investors Services East Windsor NJ 08/2019 01/2025
Canal Wines Unlimited Medford NJ 05/2016 01/2017
Osaic Wealth, Inc. Marlton NJ 01/2025 Present
  • 09/2018 → 07/2019
    Nylife Securities, Llc
    Horsham, PA
  • 08/2018 → 07/2019
    New York Life Insurance Company
    Horsham, PA
  • 01/2017 → 08/2018
    Sei Investments
    Oaks, PA
  • 07/2019 → 01/2025
    Massmutual
    East Windsor, NJ
  • 08/2019 → 01/2025
    Mml Investors Services
    East Windsor, NJ
  • 05/2016 → 01/2017
    Canal Wines Unlimited
    Medford, NJ
  • 01/2025 → Present
    Marlton, NJ
Previous Registrations
Other Businesses

1. FFIG POSITION: Agent NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/31/2025 ADDRESS: 901 Lincoln Drive W, Ste 304, Marlton NJ 08053, United States DESCRIPTION: Insurance sales 2. RDB WEALTH ADVISORS POSITION: Financial Planning DBA NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/31/2025 ADDRESS: 901 Lincoln Drive W, Marlton NJ 08053, United States DESCRIPTION: Opening up a DBA for marketing and professional purposes. The Nature of the business with be Financial planning/Advisory.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-19
S63 Uniform Securities Agent State Law Examination 2018-11-28
  • S65 Uniform Investment Adviser Law Examination
    2020-06-19
  • S63 Uniform Securities Agent State Law Examination
    2018-11-28
Other Names
  • Robert D. Bradley
  • Bob Bradley
  • Robert D Bradley
  • Robert Dennis Bradley
  • Robert Dennis Bradley

View on SEC IAPD

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