Glenn W Mehl

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2024-10-11
GA	RA	APPROVED	2024-10-11
NY	RA	APPROVED	2024-10-11
NC	RA	APPROVED	2024-10-11

CT RA
APPROVED

Since 2024-10-11
GA RA
APPROVED

Since 2024-10-11
NY RA
APPROVED

Since 2024-10-11
NC RA
APPROVED

Since 2024-10-11

Branch Locations

Mount Sinai, NY • United States

100 Broadhollow Rd Ste 308, Farmingdale, NY 11735 • 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

Organization	City	State	From	To
American Portfolios Financial Services, Inc	Holbrook	NY	12/2011	10/2024
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present

12/2011 → 10/2024

American Portfolios Financial Services, Inc

Holbrook, NY
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ

Previous Registrations

2012-01-05 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY
2006-09-12 → 2011-12-22

Park Avenue Securities Llc

Farmingdale, NY

Melville, NY

Other Businesses

1. TERM SOLUTIONS NETWORK LLC. - SALE OF NON GUARDIAN INDIVIDUAL AND GROUP INSURANCE PRODUCTS. PARTNER, 50% OWNER. 60 HOURS DEVOTED PER MONTH, 50 HOURS PER MONTH DURING MARKET HOURS. FARMINGDALE, NY. 2. GLENN MEHL & ASSOCIATES INC, - PRESIDENT (100% OWNER). SALE OF INDIVIDUAL AND GROUP INSURANCE PRODUCTS. DEVOTES 100 HRS PER MONTH. 90 HOURS PER MONTH DURING MARKET HOURS. FARMINGDALE, NY. 3. TERM SOLUTIONS NETWORK LLC POSITION: PARTNER NATURE: Term Solutions Network LLC is an LLC of which I am a 50% partner INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 04/02/2009 ADDRESS: 100 Broadhollow Rd, Suite 308, FARMINGDALE NY 11735, United States DESCRIPTION: Sales of Individual and Group Insurance products, sales of fixed annuities 4. GLENN MEHL & ASSOCIATES INC. POSITION: Owner / PRESIDENT NATURE: Chapter "S" corporation of which I am President and 100% owner INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 04/21/2010 ADDRESS: 100 Broadhollow Rd., Suite 308, FARMINGDALE NY 11735, United States DESCRIPTION: Sales of Individual and Group Insurance products, Sales of Fixed Annuities, Insurance and Investment Consulting Services

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-09-11

S66 Uniform Combined State Law Examination

2006-09-11

Other Names

Glenn W. Mehl

View on SEC IAPD