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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 2025-02-07
CA RA APPROVED 2024-10-11
DC RA APPROVED 2024-10-11
GA RA APPROVED 2024-10-11
MN RA APPROVED 2024-10-11
NC RA APPROVED 2024-10-11
PA RA APPROVED 2024-10-11
RI RA APPROVED 2024-10-11
WV RA APPROVED 2024-10-11
  • NJ RA
    APPROVED
    Since 2025-02-07
  • CA RA
    APPROVED
    Since 2024-10-11
  • DC RA
    APPROVED
    Since 2024-10-11
  • GA RA
    APPROVED
    Since 2024-10-11
  • MN RA
    APPROVED
    Since 2024-10-11
  • NC RA
    APPROVED
    Since 2024-10-11
  • PA RA
    APPROVED
    Since 2024-10-11
  • RI RA
    APPROVED
    Since 2024-10-11
  • WV RA
    APPROVED
    Since 2024-10-11

Branch Locations

One Bala Plaza 231 St. Asaphs Rd, Ste 429, Bala Cynwyd, PA 19004 • United States

1041 Bustleton Pike #4, Feasterville, PA 19053 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bcg Securities, Inc. Cherry Hill NJ 03/2003 04/2020
Pss Benefits, Llc Southampton PA 01/2016 Present
American Portfolios Financial Services Holbrook NY 05/2020 10/2024
Haddon Planning Ins Corp Cherry Hill NJ 12/2012 Present
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 03/2003 → 04/2020
    Cherry Hill, NJ
  • 01/2016 → Present
    Pss Benefits, Llc
    Southampton, PA
  • 05/2020 → 10/2024
    American Portfolios Financial Services
    Holbrook, NY
  • 12/2012 → Present
    Haddon Planning Ins Corp
    Cherry Hill, NJ
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2020-05-01 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2017-03-27 → 2020-12-31
    Pss Benefits, Llc
    Southampton, PA
  • 2012-05-03 → 2020-05-08
    Cherry Hill, NJ
    Cherry Hill, NJ
    Cherry Hill, NJ
    Cherry Hill, NJ
    Delran, NJ
  • 2002-07-11 → 2002-12-20
    West Conshohocken, PA
Other Businesses

1. Registered Rep and Investment Advisor Rep at APA Advisors 2. Owner of the Haddon Planning Ins Corp: Less then $20,000 per year in Health Ins commissions 3. Registered Owner of PSS Benefits 4. President of Rowing Alumni Association non-profit for High School Kids: less then 15 hours per year of work 5. Vice President of Fairmount Boathouse; non-profit boathouse; start 1/15/2023 0% ownership; 0% compensation; 10 hours per month 6. Vice President of Quaker City Rowing Foundation; non-profit fundraising for Rowing; start 1/15/2023 0% ownership; 0% compensation; 2 hours per month 7. QUAKER CITY ROWING POSITION: Vice President NATURE: non - profit fundraising for Rowing INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2023 ADDRESS: 2 Boathouse Row, Philadelphia PA 19130, United States DESCRIPTION: Raise money 8. ROWING ALUMNI ASSOCIATION POSITION: President NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2015 ADDRESS: 309 gypsy ln, wynnewood PA 19096, United States DESCRIPTION: raise money 9. FAIRMOUNT ROWING ASSOCIATION POSITION: President NATURE: non profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 2 Boathouse Row, Philadelphia PA 19130, United States DESCRIPTION: run the boathouse 10. HADDON PLANNING CORP POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/02/2012 ADDRESS: One Bala Plaza, Bala Cynwyd PA 19004, United States DESCRIPTION: The sale of Fixed Health Ins products 11. ARGAT FINANCIAL GROUP LTD POSITION: CEO / President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/02/2010 ADDRESS: One Bala Plaza, 231 St. Asaphs Rs. Ste 429, Bala Cynwyd PA 19004, United States DESCRIPTION: Handel Payroll and all business expenses and operations

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-06
S63 Uniform Securities Agent State Law Examination 1994-07-29
  • S65 Uniform Investment Adviser Law Examination
    2002-07-06
  • S63 Uniform Securities Agent State Law Examination
    1994-07-29
Other Names
  • Jake Reardon

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