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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 2025-02-27
  • NJ RA
    APPROVED
    Since 2025-02-27

Branch Locations

375 North Main St. Suite A4, Williamstown, NJ 08094 • United States

901 Cooper Street, Deptford, NJ 08096 • 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
Equitable Advisors, Llc New York NY 08/2024 02/2025
Unemployed Blackwood NJ 06/2024 07/2024
Enterprise Mobility Turnersville NJ 05/2023 08/2023
Wilkes University Wilkes Barre PA 08/2020 05/2024
Vda Elevator Consulting Voorhees NJ 06/2022 08/2022
Planet Fitness Sewell NJ 06/2021 08/2021
Washington Township High School Sewell NJ 08/2016 07/2020
Osaic Deptford NJ 02/2025 Present
  • 08/2024 → 02/2025
    New York, NY
  • 06/2024 → 07/2024
    Unemployed
    Blackwood, NJ
  • 05/2023 → 08/2023
    Enterprise Mobility
    Turnersville, NJ
  • 08/2020 → 05/2024
    Wilkes University
    Wilkes Barre, PA
  • 06/2022 → 08/2022
    Vda Elevator Consulting
    Voorhees, NJ
  • 06/2021 → 08/2021
    Planet Fitness
    Sewell, NJ
  • 08/2016 → 07/2020
    Washington Township High School
    Sewell, NJ
  • 02/2025 → Present
    Osaic
    Deptford, NJ
Previous Registrations
Other Businesses

1. HOWARD MATTSON LLC POSITION: Client Service Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/18/2025 ADDRESS: 901 Cooper Street, Woodbury NJ 08096, United States DESCRIPTION: Assist clients with any requests or questions, send clients pre-meeting questionnaires, conduct initial 20-minute discovery call with new clients 2. PLAN ONE FINANCIAL GROUP POSITION: Client Service Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/18/2025 ADDRESS: 901 Cooper Street, Woodbury NJ 08096, United States DESCRIPTION: Assist clients with any requests or questions, send clients pre-meeting questionnaires, conduct initial 20-minute discovery call with new clients 3. INSURANCE AGENT POSITION: Insurance Agent NATURE: Licensed Only Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/20/2024 ADDRESS: 901 Cooper Street, Woodbury NJ 08096, United States DESCRIPTION: Assess client needs to help them make the most informed decision and recommend appropriate products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-26
  • S66 Uniform Combined State Law Examination
    2024-09-26
Other Names
  • Julia Marino

View on SEC IAPD

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