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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 2025-01-24
TX RA APPROVED 2025-01-24
  • NJ RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

3040 Us Highway 22 West Suite 240, Branchburg, NJ 08876 • 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
State Mutual Companies Piscataway NJ 12/1990 Present
Lincoln Financial Advisors Corp. Whitehouse Station NJ 12/2003 01/2025
Osaic Wealth, Inc. Branchburg NJ 01/2025 Present
  • 12/1990 → Present
    State Mutual Companies
    Piscataway, NJ
  • 12/2003 → 01/2025
    Lincoln Financial Advisors Corp.
    Whitehouse Station, NJ
  • 01/2025 → Present
    Branchburg, NJ
Previous Registrations
  • 2004-04-20 → 2025-01-24
    Osaic Fa, Inc.
    Branchburg, NJ
    Whitehouse Station, NJ
  • 2002-05-06 → 2003-12-05
    Veravest Investment Advisors, Inc.
    Piscataway, NJ
Other Businesses

1. GRECO NADER AND ASSOC POSITION: Agent NATURE: life, fixed annuities long term care. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2003 ADDRESS: 3040 Route 22 West, Branchburg NJ 08807, United States DESCRIPTION: sell life , fixed annuities LTC etc.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-12-23
S65 Uniform Investment Adviser Law Examination 1996-11-22
  • S63 Uniform Securities Agent State Law Examination
    1997-12-23
  • S65 Uniform Investment Adviser Law Examination
    1996-11-22
Designations

View on SEC IAPD

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