Megan L Mcmillan

Current Employers

Employment History

• 10/2015 → 03/2022
  Independent Financial Group
  Tyrone, GA
• 03/2022 → 06/2024
  Securities America, Inc
  Peachtree City, GA
• 03/2022 → 06/2024
  Securities America Advisors
  Peachtree City, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Peachtree City, GA

Previous Registrations

• 2022-03-04 → 2024-06-14
  Securities America Advisors, Inc.
  Peachtree City, GA
• 2015-11-05 → 2022-03-03
  Independent Financial Group, Llc
  Tyrone, GA
  Tyrone, GA
  San Diego, CA
• 2014-10-07 → 2015-11-02
  Securities America Advisors, Inc.
  Tyrone, GA
• 2014-03-10 → 2014-10-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 2009-12-16 → 2014-02-20
  Morgan Stanley
  Atlanta, GA

Other Businesses

1. MCMILLAN WEALTH MANAGEMENT LLC POSITION: Owner NATURE: Tax purposes for payroll and business expenses INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2018 ADDRESS: 225 E Plantation Dr, Sharpsburg GA 30277 DESCRIPTION: for my own taxes I set up an LLC with S corp to flow my commissions and fees received from my broker/dealer through; I run my payroll and expenses through this LLC S corp 2. MEGAN MCMILLAN, INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance License INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/03/2022 ADDRESS: 2011 Commerce Drive N, Suite E101 GA 30269 DESCRIPTION: Insurance and annuities 3. DBA - Omega Financial Planning 4. MEGAN MCMILLAN, INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance License INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/03/2022 ADDRESS: 75 Jackson Street, Suite 202, Newnan GA 30263, United States DESCRIPTION: Insurance and annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-09
• S63 Uniform Securities Agent State Law Examination
  2008-01-27

Other Names

• Megan P Lambert
• Megan L Mcmillan
• Megan Patricia Lambert