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Victor Garrido Pollan

Osaic Wealth, Inc.

Marlton, NJ

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-24
  • NJ RA
    APPROVED
    Since 2025-01-24

Branch Locations

1 Eves Drive Suite 111, 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
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
  • 11/2016 → Present
    Brian C Greenberg & Associates
    Marlton, NJ
  • 09/2011 → 10/2016
    Pricewaterhousecoopers
    New York, NY
  • 05/2019 → 01/2025
    Lincoln Financial Advisors
    Marlton, NJ
  • 01/2025 → Present
    Marlton, NJ
Previous Registrations
  • 2019-07-17 → 2025-01-24
    Osaic Fa, Inc.
    Marlton, NJ
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-08
  • S66 Uniform Combined State Law Examination
    2019-07-08

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