Amy Michelle Million

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → 07/2019
  Edward Jones
  St Louis, MO
• 07/2019 → 11/2023
  Fsc Securities Corporation
  Norman, OK
• 11/2023 → Present
  Osaic Wealth, Inc.
  Norman, OK

Previous Registrations

• 2019-07-25 → 2023-11-03
  Fsc Securities Corporation
  Norman, OK
  Atlanta, GA
• 2007-02-12 → 2019-06-07
  Edward Jones
  Norman, OK

Other Businesses

1. MILLION WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/29/2019 ADDRESS: 505 Bonita Circle, Norman OK 73072, United States DESCRIPTION: Administration of the business of Million Wealth Management LLC. 2. AMY M. MILLIOIN POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/29/2019 ADDRESS: 505 Bonita Circle, Norman OK 73072, United States DESCRIPTION: Assist clients in obtaining insurance products as appropriate or needed. 3. BRANCHWISE TAX SOLUTIONS POSITION: Owner/Tax Preparer NATURE: RedDirt Tax Solutions, LLC has been formed (9/29/2023) in anticipation of the 2024 tax season and for accounting purposes. I am the sole owner, have no employees, entity is an LLC registered in Oklahoma. The name of this entity has been changed to Branchwise Tax Solutions. I remain the sole owner. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2023 ADDRESS: 505 Bonita Circle, Norman OK 73072, United States DESCRIPTION: Prepare tax returns for compensation. There is no advertising or marketing for this activity, no letterhead or business cards. I will only prepare up to 25 tax returns a year for individuals. 4. MY CFO BOOTCAMP POSITION: Owner/President NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2023 ADDRESS: 505 Bonita Circle, Norman OK 73072, United States DESCRIPTION: Duties include everything from creating the course content and design layout, creating a landing page for my website, to marketing and sending out purchased content via email. 5. AMY MILLION, NOTARY POSITION: Owner, Notary NATURE: Registered Notary in Oklahoma, sole proprietor, no anticipated income. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2023 ADDRESS: 505 Bonita Circle, Norman OK 73072, United States DESCRIPTION: Registered Notary, will occasionally provide notary services to individuals as needed. 6. MODERN DIVORCE SOLUTIONS, LLC POSITION: Owner/Certified Divorce Financial Analyst NATURE: Modern Divorce Solutions is an LLC registered in Oklahoma. I am the sole owner and have no employees. The office address used is a private office for my use only. I do not meet with clients in the office. Everything is handled over Zoom or the client's home when appropriate. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 09/29/2023 ADDRESS: 420 E. Main Street, Norman OK 73071, United States DESCRIPTION: Assist individuals through all financial aspects of divorce including constructing marital balance sheets, creating budgets, lifestyle analysis and provide guidance on settlement scenarios and tax implications of such scenarios. I also assist lawyers with discovery inventory and creating court ready reports to support litigation. I am also a Certified Mediator and provide some divorcing couples mediation services for out of court agreements to create a Memorandum of Understanding to be passed to a lawyer for document drafting.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-25
• S63 Uniform Securities Agent State Law Examination
  2004-06-17

Other Names

• Amy Michelle Murphy
• Amy Michelle Million
• Amy Michelle Thweatt
• Amy Michelle Million-Thweatt
• Amy Michelle Million Thweatt