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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-24 |
Branch Locations
Jersey City, NJ • United States
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 Corporation | Paramus | NJ | 02/2015 | 01/2025 |
| Osaic Wealth, Inc. | Paramus | NJ | 01/2025 | Present |
1.) Wealth By Design 61 S Paramus Road Suite 425 Paramus NJ 07662 Category: Insurance Investment Related: YES Title: agent Duties: Offering disability, LTC insurance, fixed annuities, equity indexed annuities, and traditional life insurance Start Date: April 1 2021 Hours per Month: 10 Hours per Month during trading hours: 10 FORM BR update: YES Website: www.wewalthbydesign.com
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-26 |
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