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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
| NJ | RA | APPROVED | 2025-01-24 |
Branch Locations
61 South Paramus Road Suite 425, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Paramus | NJ | 01/2001 | 01/2025 |
| Osaic Wealth, Inc. | Paramus | NJ | 01/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-15 |
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