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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-04-27 |
| DE | RA | APPROVED | 2014-12-11 |
| NC | RA | APPROVED | 2012-10-04 |
| FL | RA | APPROVED | 2009-02-25 |
| NJ | RA | APPROVED | 2007-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Benefit Consultants Inc. | West Trenton | NJ | 01/2007 | Present |
| Osaic Wealth, Inc. | Allentown | NJ | 06/2007 | Present |
1. 01/30/07 - CAPITAL BENEFIT CONSULTANTS INC/ NON-VARIABLE INSURANCE/35% TIME SPENT/ NJ 2. CAPITAL BENEFIT CONSULTANTS INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2007 ADDRESS: 1 Eves Drive, Suite 111, Marlton NJ 08053, United States DESCRIPTION: I am the President of Capital Benefit Consultants Inc., the d/b/a name that I utilize for my investment and employee benefits firm. 3. CAPITAL BENEFIT CONSULTANTS INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2007 ADDRESS: 1 Eves Drive, Suite 111, Marlton NJ 08053, United States DESCRIPTION: Sales and service of employee benefits (group medical, dental), life insurance, disability insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-12 |
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