Mario Livecchi

Current Employers

Employment History

• 06/2011 → 07/2020
  Investacorp Inc
  Miami, FL
• 06/2011 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Princeton, NJ
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Princeton, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Princeton, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Princeton, NJ

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Princeton, NJ
• 2011-06-28 → 2020-07-17
  Investacorp Advisory Services Inc
  Princeton, NJ
• 2008-05-29 → 2011-05-06
  Wells Fargo Clearing Services, Llc
  Princeton, NJ
  Haddon Township, NJ
• 2006-12-19 → 2008-05-16
  Ameriprise Financial Services, Llc
  Conshohocken, PA

Other Businesses

1. Princeton Investment Services, Investment Related, Conducted from 116 Village Blvd, Suite 200, Princeton, NJ 08540. The nature of the Outside Business Activity (OBA) is DBA/Fixed Insurance, my position in the organization is Financial Executive, the duties of this position are dba/fixed insurance. 06/2011 was the start of the relationship with the other business and 8 hours are devoted to the other business per week and 160 of hours are devoted to the other business during securities trading hours per month. 2. MARIO LIVECCHI POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/17/2020 ADDRESS: 116 Village Blvd., Suite 200, Princeton NJ 08540, United States DESCRIPTION: Insurance Sales 3. PRINCETON INVESTMENT SERVICES POSITION: Financial Executive NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 04/25/2011 ADDRESS: 116 Village Blvd., Suite 200, Princeton NJ 08540, United States DESCRIPTION: Financial Advisor though my B/D Osaic.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-18