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Brittany Marie Russell-Porter

Osaic Wealth, Inc.

Needham Heights, MA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-01-15
  • MA RA
    APPROVED
    Since 2020-01-15

Branch Locations

160 Gould Street Suite 212, Needham Heights, MA 02494 • 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
Sii Boston MA 10/2015 12/2019
John Hancock Personal Financial Services, Llc Boston MA 06/2018 12/2019
John Hancock Distributors Llc Boston MA 10/2018 12/2019
Royal Alliance Needham Heights MA 01/2020 Present
  • 10/2015 → 12/2019
    Sii
    Boston, MA
  • 06/2018 → 12/2019
    Boston, MA
  • 10/2018 → 12/2019
    John Hancock Distributors Llc
    Boston, MA
  • 01/2020 → Present
    Royal Alliance
    Needham Heights, MA
Previous Registrations
Other Businesses

1. CENTINEL FINANCIAL GROUP/MARK SULLIVAN POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/06/2020 ADDRESS: 160 GOULD ST, Suite 212, NEEDHAM HGTS MA 02494, United States DESCRIPTION: Assisting rep George Bernet with his book of business which may include but not limited to: - placing trades for clients - having review calls and/or meetings with clients - assisting in the financial planning process for clients - other sales support for clients and prospects as need be 2. CENTINEL FINANCIAL GROUP/MARK SULLIVAN POSITION: Sr. Financial Planning Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/06/2020 ADDRESS: 160 GOULD ST, Suite 212, NEEDHAM HGTS MA 02494, United States DESCRIPTION: Assisting rep George Bernet with his book of business which may include: - placing trades for clients - having review calls and/or meetings with clients - assisting in the financial planning process for clients - other sales support for clients and prospects as need be

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-10
S63 Uniform Securities Agent State Law Examination 2013-09-27
  • S65 Uniform Investment Adviser Law Examination
    2016-05-10
  • S63 Uniform Securities Agent State Law Examination
    2013-09-27
Designations
Other Names
  • Brittany Marie Russell

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