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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
| NJ | RA | APPROVED | 2025-01-24 |
Branch Locations
472 Westfield Avenue, Clark, NJ 07066 • United States
Highland Beach, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Clark | NJ | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Highland Beach | FL | 01/2025 | Present |
1. OCEAN PINES CONDOMINIUM ASSOCIATION POSITION: Board Member, Director NATURE: Condo Association INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/24/2023 ADDRESS: 472 Westfield Avenue, Clark, NJ 07066 DESCRIPTION: Discussion with other board members regarding the up keep and offer guidance as to the maintenance of the building I am a resident of. Attend occasional meetings where residents will be present. 2. SHETER ARTISANS/JOHN AZZARA POSITION: Partner NATURE: Custom Home Building INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2011 ADDRESS: 472 Westfield Avenue, Clark, NJ 07066 DESCRIPTION: Entity formed for the purpose of fine custom home building, development and construction. 3. EQUITY INDEX ANNUITY SALES/PROPERTY CASUALY INSURANCE SALES POSITION: Agent NATURE: Supplement Investment Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/03/2010 ADDRESS: 472 Westfield Avenue, Clark, NJ 07066 DESCRIPTION: Sales 4. JOHN AZZARA ASSOCIATES POSITION: Owner NATURE: Sales of Life, Health, Annuity, Long term Care and Disability contracts INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1987 ADDRESS: 3009 South Ocean Blvd, PH-05, Highland Beach FL 33487, United States DESCRIPTION: Used as a DBA in marketing insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-02 |
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