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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-04-17
NJ RA APPROVED 2025-01-24
  • PA RA
    APPROVED
    Since 2025-04-17
  • NJ RA
    APPROVED
    Since 2025-01-24

Branch Locations

805 Springdale Drive, Exton, PA 19341 • United States

Berlin, NJ • 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
Masso Torrence Wealth Management Marlton NJ 06/2014 12/2016
Notary Public Berlin NJ 12/2016 Present
Lincoln Financial Advisors Cherry Hill NJ 04/2017 01/2025
Osaic Wealth, Inc. Cherry Hill NJ 01/2025 Present
  • 06/2014 → 12/2016
    Masso Torrence Wealth Management
    Marlton, NJ
  • 12/2016 → Present
    Notary Public
    Berlin, NJ
  • 04/2017 → 01/2025
    Lincoln Financial Advisors
    Cherry Hill, NJ
  • 01/2025 → Present
    Cherry Hill, NJ
Previous Registrations
Other Businesses

1. T & C Creations LLC 55 Jefferson Avenue Berlin New Jersey 08009 Category: Entity/Retail Service Investment Related: NO Title: co-owner of Arts and Crafts business Duties: manufacture arts and crafts and manage business' operations Start Date: 6/19/2021 Hours per Month: 40 Hours per Month during trading hours: 0 FORM BR update (If investment related and conducted within BD NSB/OSJ): NO Website updated onto FORM BR (If investment related and conducted within BD NSB/OSJ): NO 2. DELPHI WEALTH MANAGEMENT GROUP POSITION: Wealth Planning Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/28/2025 ADDRESS: 805 Springdale Drive, Exton PA 19341, United States DESCRIPTION: Perform Administrative include but not limited to answering phones, account maintenance and distributions, and preparing for meetings and/or reviews.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-15
  • S66 Uniform Combined State Law Examination
    2007-10-15
Other Names
  • Tammy Ann Miller

View on SEC IAPD

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