Mehul Satish Mistry

Current Employers

Employment History

• 07/1994 → Present
  Superior Engineering Inc
  Southfield, MI
• 09/2009 → 06/2024
  Securities America Inc.
  Southfield, MI
• 09/2009 → 06/2024
  Securities America Advisors, Inc.
  Southfield, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Southfield, MI

Previous Registrations

• 2009-11-06 → 2024-06-14
  Securities America Advisors, Inc.
  Southfield, MI
  Southfield, MI
  Southfield, MI

Other Businesses

CONDO RENTAL POSITION: Landlord NATURE: We rent out our condo that we previously live in. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: 1327 S. Main Street, Royal Oak MI 48067 DESCRIPTION: This is a rental property my wife and i own; previous to our home, it was our primary residence. I've had to go in a couple times for maintenance but not much else at this time. NEELAM POPAT MISTRY MEMORIAL FOUNDATION POSITION: Signing for checks NATURE: I have been listed to have check signing capacity on a checking account created for a foundation my parents created for my sister when she passed away...I am not a trustee on this - but may be in the future. It is only a checking account that is held at Comerica Bank. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/05/2016 ADDRESS: 248-661-4170, 6862 Cambridge Court, West Bloomfield MI 48322 DESCRIPTION: Investment related in that there is a checking account; we send checks from the account equivalent to 5% of the 12/31 value of the previous year to various charities that meet the criteria of the Foundation. THE HERITAGE STUDY GROUP POSITION: Study Group Member NATURE: I am a member of a Study Group of financial advisors from around the country. A unique feature of this group is that every member of the group was introduced into the financial services field by an immediate family member. I am using my address but there is no formal address for the group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2019 ADDRESS: 25925 TELEGRAPH RD, STE 201, Southfield MI 48033 DESCRIPTION: We have vendors from various financial services companies give presentations on various topics - some are securities related. INSURANCE AGENT POSITION: I am the insurance agent NATURE: SECURE PLANNING STRATEGIES; LIFE AND DISBILITY INSURANCE SALES- AGENT- INVESTMENT RELATED- START DATE: 6/2004 LOCATED AT25925 Telegraph Rd. STE 201; SOUTHFIELD, MI 48033-7449 INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2009 ADDRESS: 25925 Telegraph Rd, Suite 201, Southfield MI 48033 DESCRIPTION: May be if we write a Variable Universal Life Insurance policy.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-14
• S63 Uniform Securities Agent State Law Examination
  1997-07-29

Designations