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Daniel Michael Koch

Osaic Wealth, Inc.

Ocean City, NJ

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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 2024-07-29
  • NJ RA
    APPROVED
    Since 2024-07-29

Branch Locations

1357 Asbury Ave, Ocean City, NJ 08226 • 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
Wells Fargo Advisors Financial Network, Llc Northfield NJ 10/2012 06/2024
Osaic Wealth, Inc. Ocean City NJ 07/2024 Present
Previous Registrations
Other Businesses

1. J BRADLEY CAPITAL LLC POSITION: President NATURE: LLC Fed Tax ID: 46-1030838? INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2012 ADDRESS: 415 N Mansfield Ave, Margate NJ 08402, United States DESCRIPTION: This business is the LLC I run my practice through. Commissions from clients come in and are assigned to the LLC as I am a 1099 employee.? It was established as a management company. 2. GIFT OF LIFE POSITION: Ambassador NATURE: Non Profit. 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2023 ADDRESS: 401 N 3rd St, Philadelphia PA 19123, United States DESCRIPTION: I speak at hospitals and schools on organ transplant and donation. [REDACTED].

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-07
  • S66 Uniform Combined State Law Examination
    2009-04-07
Other Names
  • Dan Koch

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