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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-05-25
RI RA APPROVED 2021-03-19
MA RA APPROVED 2021-03-16
PA RA APPROVED 2021-03-09
  • MD RA
    APPROVED
    Since 2022-05-25
  • RI RA
    APPROVED
    Since 2021-03-19
  • MA RA
    APPROVED
    Since 2021-03-16
  • PA RA
    APPROVED
    Since 2021-03-09

Branch Locations

140 Gould St, 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
Edward Jones St Louis MO 11/2014 01/2021
Osaic Wealth, Inc. West Roxbury MA 03/2021 Present
Previous Registrations
  • 2015-03-02 → 2021-01-08
    West Roxbury, MA
    St Louis, MO
    Brookline, MA
Other Businesses

1. SHELTER MUSIC BOSTON POSITION: Board Member, Finance Committee Member NATURE: Non profit corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2021 ADDRESS: 1337 MASSACHUSETTS AVE. #116, Arlington MA 02476, United States DESCRIPTION: Board member 2. MONARCH INVESTMENT ADVISORS POSITION: President NATURE: LLC Insurance sales: Life, Disability and LTC DBA for securities business INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 03/08/2021 ADDRESS: 140 Goud St. (rear), Needham Heights MA 02494, United States DESCRIPTION: Provide financial advice. Insurance sales 3. WINGS OF WELLNESS POSITION: Founder NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2025 ADDRESS: 140 Gould St., Needham Heights MA 02494, United States DESCRIPTION: Founder of the non profit associated with Monarch Investment Advisors. I will manage the non profit and events. 4. MASSACHUSETT WOMEN'S HISTORY CENTER POSITION: Advisory Committee Member NATURE: It is a Non profit. I do not have any additional knowledge about the structure. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: P.O. Box 610010, Newton MA 02461, United States DESCRIPTION: Attend ad hoc meetings. Provide feedback on topics related the non profit. 5. MASSACHUSETT WOMEN'S HISTORY CENTER POSITION: Board Member NATURE: Non profit. I do not have any additional details about the structure. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2026 ADDRESS: P.O. Box 610010, Newton MA 02461, United States DESCRIPTION: Meet quarterly to discuss board matters. 6. WOMEN IN BUSINESS SUPPER CLUB POSITION: Founder NATURE: Solo proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: PO Box 320334, West Roxbury MA 02132, United States DESCRIPTION: Networking/social organization. Host events 3-4 time per year.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-02
  • S66 Uniform Combined State Law Examination
    2015-01-02

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