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Scott Sebastian Mitchell

Osaic Wealth, Inc.

Bethel, CT

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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_RES 2024-06-10
CT RA APPROVED 2023-09-01
  • TX RA
    APPROVED_RES
    Since 2024-06-10
  • CT RA
    APPROVED
    Since 2023-09-01

Branch Locations

6 Berkshire Boulevard Suite 301, Bethel, CT 06801 • 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
Sagepoint Financial, Inc. Phoenix AZ 01/2009 09/2023
Osaic Wealth, Inc. Bethel CT 09/2023 Present
  • 01/2009 → 09/2023
    Sagepoint Financial, Inc.
    Phoenix, AZ
  • 09/2023 → Present
    Bethel, CT
Previous Registrations
  • 2008-10-31 → 2023-09-01
    Osaic Services, Inc.
    Bethel, CT
  • 2006-08-30 → 2008-10-31
    American General Securities Incorporated
    Danbury, CT
    Houston, TX
    Danbury, CT
Other Businesses

1) SCOTT MITCHELL, INDEPENDENT INSURANCE SALES, COMMENCED 1/2001, SOLE PROPRIETORSHIP, 10% TIME SPENT, 100% OWNERSHIP, AGENT/REP; 2) MELILLO & MITCHELL, CPA POSITION: CPA Partner NATURE: Partnership LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1993 ADDRESS: 6 Berkshire Blvd. Suite 301, Bethel CT 06801, United States DESCRIPTION: Tax preparation and planning. Accounting. 3) INNOVATIVE CPA GROUP LLC POSITION: Partner NATURE: Partnership LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2021 ADDRESS: 6 Berkshire Blvd, Suite 301, Bethel CT 06801, United States DESCRIPTION: Tax preparation and tax planning 4. MELMIT REALTY LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/21/2010 ADDRESS: 6 Berkshire Blvd, Suite 301, bethel CT 06801, United States DESCRIPTION: Review bank activity for my real estate holding 5. INNOVATIVE CPA GROUP POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2001 ADDRESS: 6 Berkshire Blvd, 301, Bethel CT 06801, United States DESCRIPTION: CPA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-09-24
  • S66 Uniform Combined State Law Examination
    1999-09-24
Other Names
  • Scott S Mitchell
  • Scott S Mitchell

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