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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brian C Greenberg & Associates | Marlton | NJ | 11/2016 | Present |
| Pricewaterhousecoopers | New York | NY | 09/2011 | 10/2016 |
| Lincoln Financial Advisors | Marlton | NJ | 05/2019 | 01/2025 |
| Osaic Wealth, Inc. | Marlton | NJ | 01/2025 | Present |
1) BRIAN GREENBERG & ASSOCIATES 1 EVES DRIVE, SUITE 111 MARLTON NJ 08053 CATEGORY: CPA INVESTMENT-RELATED: NO TITLE: EMPLOYEE DUTIES: OFFERING TAX, ACCOUNTING, AND CPA SERVICES. START DATE: 11/01/2016 HOURS PER MONTH: 120 HOURS PER MONTH DURING TRADING HOURS: 0 2) G CPA SERVICES 1 EVES DRIVE, SUITE 148 MARLTON, NJ 08053 CATEGORY: ENTITY INVESTMENT-RELATED: NO TITLE: SOLE OWNER DUTIES: SOLE OWNER OF ENTITY OFFERING CPA, TAX, AND ACCOUNTING SERVICES. START DATE: 11/01/2016 HOURS PER MONTH: 120 HOURS PER MONTH DURING TRADING HOURS: 0 3) GG PROPERTY SERVICES, LLC. 1 EVES DRIVE, SUITE 148 MARLTON, NJ 08053 CATEGORY: REAL ESTATE MANAGEMENT AND RENTAL INVESTMENT-RELATED: YES TITLE: CO-OWNER DUTIES: PROVIDE PROPERTY MANAGEMENT SERVICES. START DATE: 11/1/2016 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 0 4) GREATER PHILADELPHIA HISPANIC CHAMBER OF COMMERCE POSITION: Board Member NATURE: GPHCC (non for profit) develops, promotes, and advocates for Hispanic businesses in the Greater Philadelphia region while encouraging the advancement and economic growth of the Hispanic community. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2018 ADDRESS: 141 E Hunting Park Ave, Philadelphia PA 19124, United States DESCRIPTION: attend board meetings and participate in hispanic chamber events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-08 |
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