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Ronald Edward Mcintire

Omni 360 Wealth, Inc.

Plainsboro, NJ

CRD 7363363

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Employer firm

Omni 360 Wealth, Inc. CRD 124878

$426M regulatory AUM 56 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Omni 360 Wealth, Inc.

777 Scudder Mills Rd Bldg 4, Ste 101, Plainsboro, NJ 08536 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-16
NJ RA APPROVED 2025-05-05
  • PA RA
    APPROVED
    Since 2026-03-16
  • NJ RA
    APPROVED
    Since 2025-05-05

Branch Locations

777 Scudder Mills Rd Bldg 4, Ste 101, Plainsboro, NJ 08536 • 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
Printfly Corp Philadelphia PA 04/2018 10/2021
Game Shape Physical Therapy Manalapan NJ 01/2018 03/2018
Unemployed Richboro PA 10/2017 12/2017
Amerisourcebergen Chesterbrook PA 11/2016 09/2017
Unemployed Richboro PA 06/2016 10/2016
New York Life Insurance Saddlebrook NJ 10/2021 09/2022
New York Life Securities Saddlebrook NJ 01/2022 09/2022
Tfg Wealth Management Newtown PA 09/2022 03/2023
Merit Financial Group, Llc Newtown PA 09/2022 02/2025
Omni 360 Advisors Llc Plainsboro NJ 02/2025 Present
Omni 360 Wealth, Inc. Plainsboro NJ 02/2025 Present
  • 04/2018 → 10/2021
    Printfly Corp
    Philadelphia, PA
  • 01/2018 → 03/2018
    Game Shape Physical Therapy
    Manalapan, NJ
  • 10/2017 → 12/2017
    Unemployed
    Richboro, PA
  • 11/2016 → 09/2017
    Amerisourcebergen
    Chesterbrook, PA
  • 06/2016 → 10/2016
    Unemployed
    Richboro, PA
  • 10/2021 → 09/2022
    New York Life Insurance
    Saddlebrook, NJ
  • 01/2022 → 09/2022
    New York Life Securities
    Saddlebrook, NJ
  • 09/2022 → 03/2023
    Tfg Wealth Management
    Newtown, PA
  • 09/2022 → 02/2025
    Merit Financial Group, Llc
    Newtown, PA
  • 02/2025 → Present
    Omni 360 Advisors Llc
    Plainsboro, NJ
  • 02/2025 → Present
    Plainsboro, NJ
Previous Registrations
  • 2023-04-03 → 2025-02-07
    Alpharetta, GA
    Newtown, PA
  • 2023-01-19 → 2023-06-13
    Tfg Wealth Management, Llc
    Newtown, PA
Other Businesses

Ronald Edward McIntire is a Treasurer at Lower Bucks Values; Investment Related: No; Location of the business: PO Box 559 Bristol PA 19007; Description: Political Action Committee; Responsibilities Duties: Submit donation/distribution reports 4x per year; Start date with business: 2025-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: .005.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-07
S63 Uniform Securities Agent State Law Examination 2022-04-01
  • S65 Uniform Investment Adviser Law Examination
    2023-01-07
  • S63 Uniform Securities Agent State Law Examination
    2022-04-01

View on SEC IAPD

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