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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 2025-05-09
NJ RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • FL RA
    APPROVED
    Since 2025-05-09
  • NJ RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

Readington Township, NJ • United States

3040 Us Highway 22 West Suite 240, Branchburg, NJ 08876 • 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
Lincoln Financial Advisors Corp. Whitehouse Station NJ 12/2003 01/2025
Osaic Wealth, Inc. Branchburg NJ 01/2025 Present
  • 12/2003 → 01/2025
    Lincoln Financial Advisors Corp.
    Whitehouse Station, NJ
  • 01/2025 → Present
    Branchburg, NJ
Previous Registrations
  • 2004-04-20 → 2025-01-24
    Osaic Fa, Inc.
    Branchburg, NJ
    Whitehouse, NJ
  • 2002-06-06 → 2003-12-05
    Veravest Investment Advisors, Inc.
    Piscataway, NJ
Other Businesses

1) GRECO NADER ASSOCIATES 3040 US Highway 22 West Suite 240 Branchburg, NJ, 08876 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING LONG-TERM CARE & TRADITIONAL LIFE INSURANCE AND FIXED ANNUITIES. START DATE: 12/01/2003 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10. 2) ASDN ENT., LLC. 8 JOHN STEVENS ROAD WHITEHOUSE STATION, NJ 08889 CATEGORY: LLC INVESTMENT-RELATED: NO TITLE: CO-OWNER/PROMOTER DUTIES: MARKETING/BRAND BUILDING SERVICES TO MARTIAL ARTS ATHLETES. START DATE: 04/01/2018 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0. 3) GRECO NADER ASSOCIATES POSITION: Agent NATURE: longterm care insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2003 ADDRESS: 372 Route 22 West, Whitehouse Station NJ 08889, United States DESCRIPTION: market long term care insurance 4) GRECO/NADER ASSOC POSITION: Agent NATURE: life insurance and fixed annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2003 ADDRESS: 372 Route 22 W, Whitehouse Station NJ 08889, United States DESCRIPTION: sell life annuity policies

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-06-24
S65 Uniform Investment Adviser Law Examination 1997-01-29
  • S63 Uniform Securities Agent State Law Examination
    1998-06-24
  • S65 Uniform Investment Adviser Law Examination
    1997-01-29
Designations

View on SEC IAPD

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