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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-07
CA RA APPROVED 2025-01-24
NJ RA APPROVED 2025-01-24
  • TX RA
    APPROVED
    Since 2025-11-07
  • CA RA
    APPROVED
    Since 2025-01-24
  • NJ RA
    APPROVED
    Since 2025-01-24

Branch Locations

61 South Paramus Road Suite 425, Paramus, NJ 07652 • United States

San Diego, CA • 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
Lincoln Financial Advisors Corporation San Diego CA 02/2014 01/2025
Osaic Wealth, Inc. San Diego CA 01/2025 Present
  • 02/2014 → 01/2025
    Lincoln Financial Advisors Corporation
    San Diego, CA
  • 01/2025 → Present
    San Diego, CA
Previous Registrations
  • 2014-03-11 → 2025-01-24
    Osaic Fa, Inc.
    Paramus, NJ
    Franklin Lakes, NJ
    Huntington Station, NY
    New York, NY
    Paramus, NJ
    San Diego, CA
  • 2005-09-08 → 2014-03-06
    Uniondale, NY
    Franklin Lakes, NJ
Other Businesses

1)NUZZI FINANCIAL NETWORK, 888 W. E STREET SAN DIEGO, CA 92101 INSURANCE INVESTMENT RELATED AGENT, OFFERING ACCIDENT/HEALTH, DISABILITY, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE STARTED APRIL 1985 WORKING 120 HPM ALL DURING TRADING HOURS 2) NUZZI FINANCIAL NETWORK POSITION: agent NATURE: solicit and sell fixed life insurance products, employee benefits INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/1985 ADDRESS: 61 S Paramus Road, suite 425, Paramus NJ 07462, United States DESCRIPTION: solicit and sell fixed life insurance and employee benefits

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-01-08
  • S63 Uniform Securities Agent State Law Examination
    1997-01-08
Designations

View on SEC IAPD

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