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Daniel Reed Kotovsky

Osaic Wealth, Inc.

Southport, NC

Cresskill, NJ

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-01-19
NC RA APPROVED 2024-01-19
  • NJ RA
    APPROVED
    Since 2024-01-19
  • NC RA
    APPROVED
    Since 2024-01-19

Branch Locations

Southport, NC • United States

300 Knickerbocker Rd Suite 2600, Cresskill, NJ 07626 • 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
Woodbury Financial Services Chester NJ 11/2006 01/2024
Phoenix Insurance Group Chester NJ 01/2007 12/2024
Osaic Wealth, Inc. Cresskill NJ 01/2024 Present
  • 11/2006 → 01/2024
    Woodbury Financial Services
    Chester, NJ
  • 01/2007 → 12/2024
    Phoenix Insurance Group
    Chester, NJ
  • 01/2024 → Present
    Osaic Wealth, Inc.
    Cresskill, NJ
Previous Registrations
  • 2006-11-22 → 2024-01-19
    Woodbury Financial Services, Inc.
    Hillsborough, NJ
    Wexford, PA
    Cresskill, NJ
    Southport, NC
    Cresskill, NJ
  • 1996-06-10 → 2006-11-27
    1717 Capital Management Company
    Hillsborough, NJ
    Hillsborough, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-03-19
  • S63 Uniform Securities Agent State Law Examination
    1986-03-19
Designations

View on SEC IAPD

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