Alan Richard Melanson

Current Employers

Employment History

• 02/2014 → Present
  American United Life
  West Harwich, MA
• 05/2016 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2016-05-18 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2014-04-15 → 2016-05-27
  Oneamerica Securities, Inc.
  Waltham, MA
  West Harwich, MA
• 2007-08-15 → 2009-12-18
  Thrivent Investment Management Inc.
  West Harwich, MA
  Pittsford, NY

Other Businesses

1. Cape Cod Wealth Strategies, DBA for insurance sales, start date = Jan 2015, compensation = TBD, five hours devoted/month, zero hrs devoted/month/market hours. 2. ITRUST ADVISORS, LLC POSITION: Life Insurance Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2016 ADDRESS: 440 S. Warren Street, Suite 608, Syracuse NY 13202, United States DESCRIPTION: Licensed insurance producer using iTrust Advisors, LLC as an IMO/BGA for life insurance and fixed annuity business. Duties include obtaining product information and illustrations, case design support, application submission support, underwriting coordination, policy issue follow-up, and client service for life insurance and fixed/fixed indexed annuity contracts. No securities, advisory business, or variable annuity business is conducted through this activity. 3. CAPE COD WEALTH STRATEGIES & INSURANCE SERVICES, LLC POSITION: Investment Advisory Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2016 ADDRESS: 16 Forsythe Ave, South Yarmouth MA 02664-1814, United States DESCRIPTION: WEALTH MANAGEMENT

Exams

• S66 Uniform Combined State Law Examination
  2007-08-13
• S63 Uniform Securities Agent State Law Examination
  1998-07-17

Designations