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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 2026-01-06
NY RA APPROVED 2026-01-06
  • NJ RA
    APPROVED
    Since 2026-01-06
  • NY RA
    APPROVED
    Since 2026-01-06

Branch Locations

Jersey City, NJ • United States

100 Jericho Quadrangle Suite 120, Jericho, NY 11753 • 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
Coopersburg Kenworth Coopersburg PA 05/2022 08/2024
Baystate Financial Boston MA 08/2024 12/2024
Family Wealth Decisions Group Jericho PA 01/2025 Present
Endicott College Beverly MA 08/2019 05/2024
William Tennent High School Warminster PA 05/2015 06/2019
Osaic Wealth Inc Jericho NY 05/2025 Present
  • 05/2022 → 08/2024
    Coopersburg Kenworth
    Coopersburg, PA
  • 08/2024 → 12/2024
    Baystate Financial
    Boston, MA
  • 01/2025 → Present
    Family Wealth Decisions Group
    Jericho, PA
  • 08/2019 → 05/2024
    Endicott College
    Beverly, MA
  • 05/2015 → 06/2019
    William Tennent High School
    Warminster, PA
  • 05/2025 → Present
    Jericho, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-30
  • S66 Uniform Combined State Law Examination
    2025-10-30

View on SEC IAPD

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