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Bryan Paul Katz

Omni 360 Wealth, Inc.

Plainsboro, NJ

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Current Employers
Omni 360 Wealth, Inc.

777 Scudder Mills Rd Bldg 4, Ste 101, Plainsboro, NJ 08536 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-03-12
NJ RA APPROVED 2018-09-05
  • MN RA
    APPROVED
    Since 2026-03-12
  • NJ RA
    APPROVED
    Since 2018-09-05

Branch Locations

777 Scudder Mills Rd Bldg 4, Ste 101, Plainsboro, NJ 08536 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2013 Present
Northwestern Mutual Investment Services, Llc Princeton NJ 01/2013 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 Present
Omni 360 Wealth, Inc. Princeton NJ 08/2018 Present
Previous Registrations
Other Businesses

1) MAY EARN COMMISSIONS FROM Princeton Financial Group Risk Management and other INSURANCE COMPANIES NOT AFFILIATED WITH PRINCETON FINANCIAL GROUP FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-04
S63 Uniform Securities Agent State Law Examination 1999-05-26
  • S66 Uniform Combined State Law Examination
    2013-11-04
  • S63 Uniform Securities Agent State Law Examination
    1999-05-26
Designations

View on SEC IAPD

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