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Michael John Dracoulis

Osaic Wealth, Inc.

Midlothian, VA

CRD 5328890

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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

AuthorityCategoryStatusDate
VA RA APPROVED 2024-02-28
TX RA APPROVED_RES 2024-02-20
  • VA RA
    APPROVED
    Since 2024-02-28
  • TX RA
    APPROVED_RES
    Since 2024-02-20

Branch Locations

14321 Winter Breeze Dr. Suite #215, Midlothian, VA 23113 • 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
OrganizationCityStateFromTo
Metlife Securities Inc Richmond VA 07/2014 03/2017
Massmutual Life Insurance Co Glen Allen VI 07/2016 08/2019
Mml Investors Services, Llc Glen Allen VA 03/2017 08/2019
Lpl Financial Llc Chesterfield VA 08/2019 02/2024
Osaic Wealth, Inc. Chesterfield VA 02/2024 Present
Previous Registrations
Other Businesses

1) 8/21/19- Non-Variable Insurance- Agent for FIXED INSURANCE - Inv. Related- Richmond, VA - 80hrs/mth - 5% 2) 6/28/2021 - Sgt. Drac's Woodworking LLC - Investment Related - Home Based - Other-Business Owner - Start Date: 6/1/2021 - 30 Hours Per Month/0 Hours During Securities Trading - Making and selling woodworking products and services. 3) DRACOULIS FINANCIAL GROUP POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 140 START DATE: 05/18/2022 ADDRESS: 12607 Erinton Court, Chesterfield VA 23838, United States DESCRIPTION: I will be doing the same duties as I currently am through Michael Dracoulis 4) 05/23/2022 - Dracoulis Insurance Services - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date - 05/06/2022 - 20 Hours Per Month/ 20 Hours During Securities Trading. 5) SGT. DRACS WOODWORKING LLC POSITION: owner NATURE: Woodworking INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 05/21/2021 ADDRESS: 12607 Erinton Court, Chesterfield VA 23838, United States DESCRIPTION: Woodworking 6) DRACOULIS FINANCIAL GROUP LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 140 START DATE: 05/10/2026 ADDRESS: 14321 Winter Breeze Dr., Ste. 215, Midlothian VA 23113, United States DESCRIPTION: I will be doing the same duties as I currently am through Michael Dracoulis

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-18
S63 Uniform Securities Agent State Law Examination 2007-12-20
  • S66 Uniform Combined State Law Examination
    2017-09-18
  • S63 Uniform Securities Agent State Law Examination
    2007-12-20
Other Names
  • Mike Dracoulis

View on SEC IAPD

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