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Kristen Rae Jones

Osaic Wealth, Inc.

Lewes, DE

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-05-02
  • DE RA
    APPROVED
    Since 2025-05-02

Branch Locations

404-A East Savannah Road, Lewes, DE 19958 • 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
Morgan Stanley Rehoboth Beach DE 11/2019 05/2025
Procino-Wells & Woodland, Llc Lewes DE 09/2017 11/2019
Skillz Electric Georgetown DE 08/2008 10/2018
Morgan Stanley Private Bank, N.A New York NY 03/2024 05/2025
Osaic Wealth Inc Lewes DE 05/2025 Present
  • 11/2019 → 05/2025
    Rehoboth Beach, DE
  • 09/2017 → 11/2019
    Procino-Wells & Woodland, Llc
    Lewes, DE
  • 08/2008 → 10/2018
    Skillz Electric
    Georgetown, DE
  • 03/2024 → 05/2025
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 05/2025 → Present
    Lewes, DE
Previous Registrations
Other Businesses

LINDENBERG FINANCIAL POSITION: Financial Advisor NATURE: Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 35 START DATE: 05/01/2025 ADDRESS: 404-A Savannah Rd, Lewes DE 19947, United States DESCRIPTION: financial advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-13
  • S66 Uniform Combined State Law Examination
    2022-08-13
Other Names
  • Kristen Rae Ferencsik
  • Kristen Rae Williams
  • Kristen Rae Jones

View on SEC IAPD

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