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Connor Thomas Brien-Berks

Osaic Wealth, Inc.

Acushnet, MA

St. Petersburg, FL

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-13
  • FL RA
    APPROVED
    Since 2026-08-13

Branch Locations

38 South Main Street, Acushnet, MA 02743 • United States

6414 1St Avenue N, St. Petersburg, FL 33710 • 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
Mml Investors Services, Llc Warwick RI 11/2025 08/2026
Massmutual Life Insurance Co Warwick RI 11/2024 08/2026
Poquoy Brook Golf Club Lakeville MA 06/2020 06/2025
Stonehill College Easton MA 08/2021 05/2025
Barnum Financial Group Warwick RI 06/2024 08/2025
Unemployed Lakeville MA 09/2015 05/2020
Osaic Wealth, Inc. Lakeville MA 07/2026 Present
  • 11/2025 → 08/2026
    Mml Investors Services, Llc
    Warwick, RI
  • 11/2024 → 08/2026
    Massmutual Life Insurance Co
    Warwick, RI
  • 06/2020 → 06/2025
    Poquoy Brook Golf Club
    Lakeville, MA
  • 08/2021 → 05/2025
    Stonehill College
    Easton, MA
  • 06/2024 → 08/2025
    Barnum Financial Group
    Warwick, RI
  • 09/2015 → 05/2020
    Unemployed
    Lakeville, MA
  • 07/2026 → Present
    Osaic Wealth, Inc.
    Lakeville, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-14
  • S66 Uniform Combined State Law Examination
    2026-03-14
Other Names
  • Connor Brien-Berks

View on SEC IAPD

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Jackson Wellman
Shilah Ashley Tate
Sarah Jessica Doolan
Louis Daniel Tavares
PAUL N PACHECO

Other Offices

SANTANDER SECURITIES LLC · Fairhaven, MA
CITIZENS SECURITIES, INC. · NEW BEDFORD, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FAIRHAVEN, MA
CETERA INVESTMENT ADVISERS LLC · NEW BEDFORD, MA
CETERA INVESTMENT ADVISERS LLC · New Bedford, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NEW BEDFORD, MA
EDWARD JONES · NEW BEDFORD, MA
BARRY INVESTMENT ADVISORS, LLC · NEW BEDFORD, MA

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