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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-27 |
| NJ | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
125 Half Mile Road Suite 102, Red Bank, NJ 07701 • 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 Advisors Corporation | Red Bank | NJ | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Red Bank | NJ | 01/2025 | Present |
1) BRENDAN T. O'CONNOR 333 THORNALL STREET, STE 9B EDISON, NJ 08837 CATEGORY: INSURANCE INVESTMENT-RELATED:YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, LONG-TERM CARE INSURANCE, DIABILITY, FIXED ANNUITIES, FIXED INDEXED ANNUITIES AND TRADITIONAL FIXED LIFE INSURANCE START DATE: 1/1/2010 HOURS PER MONTH: 20. HOURS PER MONTH DURING TRADING HOURS: 10. 2) BRENDAN O'CONNOR 620 VILLAGE ROAD BREKENRIDGE CO. 80424 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER/LANDLORD DUTIES: RENT PROPERTY START DATE: 11/01/2016 HOURS PER MONTH: 1. HOURS PER MONTH DURING TRADING HOURS: 0. 3) OUTSIDE INSURANCE SALES POSITION: Agent NATURE: insurance agencies selling life insurance and fixed annuity products (including SPIAs). INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2010 ADDRESS: 17449 Newberry Lane, Estero FL 33928, United States DESCRIPTION: Sell insurance and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-06-07 |
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