Ryan J Nason

Current Employers

Employment History

• 09/2008 → 06/2020
  Sj Elite Baseball
  Mt Laurel, NJ
• 04/2021 → 05/2022
  Pinnacle Investmemts
  Syracuse, NY
• 09/2012 → 02/2021
  Mutual Of Omaha Insurance
  Marlton, NJ
• 05/2013 → 02/2021
  Mutual Of Omaha Investor Services
  Marlton, NJ
• 06/2022 → 06/2024
  Securities America Advisors
  Marlton, NJ
• 06/2022 → 06/2024
  Securities America, Inc.
  Marlton, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Marlton, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Marlton, NJ

Previous Registrations

• 2022-06-01 → 2024-06-14
  Securities America Advisors, Inc.
  Marlton, NJ
• 2021-04-08 → 2022-06-01
  Pinnacle Investments, Llc
  Voorhees, NJ
  East Syracuse, NY
• 2015-03-23 → 2021-03-04
  Mutual Of Omaha Investor Services, Inc.
  Blue Bell, PA
  Marlton, NJ
  Paramus, NJ

Other Businesses

1. INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/03/2012 ADDRESS: 901 Lincoln Dr W, Suite 304, Marlton NJ 08053 DESCRIPTION: As an insurance agent I sell life, health, and fixed / indexed annuities to clients that fit in their plan and are in the best interest of the client. 2. WE SERVE TOO NON-PROFIT POSITION: Event Coordinator NATURE: We Serve Too Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2013 ADDRESS: 3 Pin Oak Court, Vorhees NJ 08043 DESCRIPTION: This non-profit supports military dependents and assists in childcare, child fitness, academic assistance and pre / post deployment events 3. STRATEGIC PRIVATE WEALTH ADVISORY POSITION: Owner NATURE: This is a new marketing DBA name. I am creating this DBA name for marketing and professional purposes. The nature of this business will be an LLC. I have already checked with the state of NJ website and this business name is available. Once approved by Osaic I am going to have the website built and purchase a domain from go daddy. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/24/2025 ADDRESS: 901 Lincoln Drive West, Suite 304, Marlton NJ 08053 DESCRIPTION: This is a marketing DBA name for my financial planning practice. My duties are completing full comprehensive planning for clients that are in the best interest of the client. 4. SOUTH JERSEY YOUNG GUNS AAU BASEBALL POSITION: Baseball Coach NATURE: This company is an AAU baseball company operates as LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2025 ADDRESS: 609 Wilby Road, Sicklerville NJ 08081, United States DESCRIPTION: I work as a coach for one of the teams within this AAU baseball program.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-12
• S63 Uniform Securities Agent State Law Examination
  2013-12-19