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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-20 |
| NJ | RA | APPROVED | 2017-03-02 |
Branch Locations
178 South Street Suite 4A, Freehold, NJ 07728 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Freehold | NJ | 03/1990 | Present |
| Phillips Financial Services, Inc. | Freeehold | NJ | 08/1994 | Present |
1) MICHAEL PHILLIPS; NON-INVESTMENT RELATED; 181 SOUTH STREET, FREEHOLD, NJ 07728; NOTARY; STARTED 08/10/2008; 0 HRS/MTH; 0 HRS/MTH DURING ST HOURS; NOTARY STATE OF NJ. 2) PHILLIPS FAMILY LLC; NON-INVESTMENT RELATED; 221 POND ROAD FREEHOLD NJ 07728; PARTNER; STARTED 2002; 5 HRS/MTH; 0 HRS/MTH DURING ST HOURS; RETAL PROPERTY. MAINTAIN AND COLLECT RENT. 3) PHILLIPS FINANCIAL SERVICES, INC. POSITION: Partner - NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1990 ADDRESS: 181 South Street, 1st Floor Front, Freehold NJ 07728, United States DESCRIPTION: Sell Long Term Care Insurance, Life Insurance, Health Insurance to clients and referals of clients. 4) LAKE TOPONEMUS COMMISSION POSITION: Commission Member NATURE: Commission INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2020 ADDRESS: Borough Hall, 51 West Main St., Freehold NJ 07728, United States DESCRIPTION: Help discuss and make decisions as to the well being of Lake Topanemus. Lake Topanemus is a small lake located in Freehold Twp. NJ This is a Volunteer position. 5) NOTARY PUBLIC POSITION: Other - Notary NATURE: Other - Licensed Notary. Used to verify clients for legal purposes as a courtesy. Not charge for survices. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2008 ADDRESS: 178 South Street, Suite 4A, Freehold NJ 07728, United States DESCRIPTION: Notary State of NJ. Will notarize Signatures of clients and associates when needed to verify the persons signature is theirs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-28 |
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