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Aaron Timothy Nelson

Osaic Wealth, Inc.

Mt. Laurel, NJ

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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 2025-08-19
NC RA APPROVED 2025-02-26
NJ RA APPROVED 2025-02-24
TX RA APPROVED_RES 2025-02-24
  • FL RA
    APPROVED
    Since 2025-08-19
  • NC RA
    APPROVED
    Since 2025-02-26
  • NJ RA
    APPROVED
    Since 2025-02-24
  • TX RA
    APPROVED_RES
    Since 2025-02-24

Branch Locations

1317 Rt 73 Suite 107, Mt. Laurel, NJ 08054 • 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
First Option Health Plan Redbank NJ 10/1994 Present
Securities Service Network, Inc. Knoxville TN 01/1996 09/2020
Securities America, Inc. Mt. Laurel NJ 09/2020 06/2024
Osaic Wealth, Inc. Mt. Laurel NJ 06/2024 Present
  • 10/1994 → Present
    First Option Health Plan
    Redbank, NJ
  • 01/1996 → 09/2020
    Securities Service Network, Inc.
    Knoxville, TN
  • 09/2020 → 06/2024
    Securities America, Inc.
    Mt. Laurel, NJ
  • 06/2024 → Present
    Mt. Laurel, NJ
Previous Registrations
  • 2003-05-07 → 2025-06-05
    Evesham Capital Management
    Mt. Laurel, NJ
Other Businesses

1. EVESHAM CAPITAL MANAGEMENT POSITION: partner NATURE: Employee Benefits (insurance) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2003 ADDRESS: 1317 rt 73 ste 107, mt laurel NJ 08054 DESCRIPTION: provides employee benefits and insurance consulting to small businesses and individuals 2. EVESHAM CAPITAL MANAGEMENT POSITION: partner NATURE: Evesham Capital Management serves as an RIA and is licensed as an insurance agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 100 START DATE: 04/01/1995 ADDRESS: 1317 rt 73 suite 107, mt laurel NJ 08054 DESCRIPTION: Serves as an RIA 3. OAKS INTEGRATED CARE SERVICES POSITION: Executive Officer of the Bd NATURE: Serve as a Trustee for a non profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: woodlane Rd, Mt Holly NJ 08060 DESCRIPTION: Providing governance over the assets and programs of the organization, which also include the budget which is funded primarily by the state of NJ. 4. DRPA POSITION: Commissioner NATURE: Delaware River Port Authority (DRPA) Appointed commissioners serve on the commission to make sure we serve the public interest as it relates to the maintenance of DRPA's assets. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: One Port Ctr, Camden NJ 08101 DESCRIPTION: service on the commission to help maintain the assets of the authority. (bridges and light rail) Additionally, the commission creates policy around public transportation to serve the public good. 5. RUTGERS UNIVERSITY POSITION: Leadership Council/advisory BD NATURE: University. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: Cooper St, Camden NJ 08102, United States DESCRIPTION: Shape policy and course curriculum.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-07
S63 Uniform Securities Agent State Law Examination 1996-07-17
  • S65 Uniform Investment Adviser Law Examination
    2000-08-07
  • S63 Uniform Securities Agent State Law Examination
    1996-07-17

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