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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-16
NJ RA APPROVED 2025-01-24
  • TX RA
    APPROVED
    Since 2026-01-16
  • NJ RA
    APPROVED
    Since 2025-01-24

Branch Locations

Holmdel, NJ • United States

61 South Paramus Road Suite 425, Paramus, NJ 07652 • 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 Paramus NJ 01/2001 01/2025
Osaic Wealth, Inc. Paramus NJ 01/2025 Present
  • 01/2001 → 01/2025
    Lincoln Financial Advisors Corp
    Paramus, NJ
  • 01/2025 → Present
    Paramus, NJ
Previous Registrations
  • 2004-06-08 → 2025-01-24
    Osaic Fa, Inc.
    Rochelle Park, NJ
    Paramus, NJ
Other Businesses

1) WEALTH BY DESIGN LLC. 61 S PARAMUS ROAD SUITE 425 PARAMUS NJ 07652 CATEGORY: LLC/INSURANCE INVESTMENT RELATED: YES TITLE: CO-OWNER/MANAGER DUTIES: RUN JOINT EXPENSES THROUGH THIS FOR EASE OF MANAGEMENT, OFFER ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE, OWN AND MANAGE OTHER BUSINESS INTERESTS START DATE: 01/01/2009 HOURS PER MONTH: 2. HOURS PER MONTH DURING TRADING HOURS: 0. 2) ACCESS BENEFIT CONSULTING LLC. 61 S PARAMUS ROAD SUITE 425 PARAMUS NJ 07652 CATEGORY: LLC INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES: OFFERING GROUP MEDICAL INSURANCE COVERAGE, ACCIDENT INSURANCE, AND ANCILLARY GROUP INSURANCE START DATE: 08/01/2008 HOURS PER MONTH: 2. HOURS PER MONTH DURING TRADING HOURS: 2.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-11-15
  • S63 Uniform Securities Agent State Law Examination
    1996-11-15
Designations

View on SEC IAPD

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