Mark Joseph Meehan

Current Employers

Employment History

• 11/2015 → 01/2025
  Lincoln Financial Advisors Corporation
  Blue Bell, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Bule Bell, PA

Previous Registrations

• 2015-11-02 → 2025-01-24
  Osaic Fa, Inc.
  Harleysville, PA
  Blue Bell, PA
  Bule Bell, PA
• 2006-05-05 → 2015-11-10
  Mml Investors Services, Llc
  Horsham, PA
  Horsham, PA

Other Businesses

1) MARK J MEEHAN DBA MEEHAN FINANCIAL GROUP 660 SENTRY PARKWAY SUITE 100 BLUE BELL, PA 19422 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/PRESIDENT/SOLE PROPRIETOR DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS INSURANCE, DISABILITY INSURANCE, DICES ANNUITIES, FIXED INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE:07/25/2022 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) MARK MEEHAN LLC MEMBER /ST JOSEPH PREPARATORY SCHOOL SCHOLARSHIP #1 164 FAIRWAY DRIVE HARLEYSVILLE PA 19438 CATEGORY: LLC MEMBER INVESTMENT RELATED: NO TITLE: MEMBER DUTIES: MEMBERSHIP START DATE: 12/10/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) MARK J. MEEHAN POSITION: Fiduciary NATURE: Co-executor with my wife Marie of the will of John and Marie Marchesani. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2024 ADDRESS: 164 Fairway drive, Harleysville PA 19438, United States DESCRIPTION: Handle the probate and distribution of estate according to the will. 4) LIMITED POA POSITION: Limited POA NATURE: Limited POA to pay bills for in laws who are in an assisted living facility. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 164 FAIRWAY DR, Harleysville PA 19438, United States DESCRIPTION: Pay bills as they arise pertaining to the living arrangements at the facility. 5) PRESIDENT'S ADVISORY COUNCIL POSITION: Committee Member NATURE: President's Advisory Council for St. Joe's Prep High School. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2019 ADDRESS: 1733 Girard Ave, Phila PA 19101, United States DESCRIPTION: Attend meetings and give input on future projects involving the school. 6) BASKETBALL COACH POSITION: coach NATURE: coaching youth basketball INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2019 ADDRESS: 164 Fairway Drive, Harleysville PA 19438, United States DESCRIPTION: coaching youth basketball

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-25
• S63 Uniform Securities Agent State Law Examination
  2002-07-18

Designations