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Michael P Mccormick

Osaic Wealth, Inc.

Indianapolis, IN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-06-14
  • IN RA
    APPROVED
    Since 2024-06-14

Branch Locations

9165 Otis Ave Ste 108, Indianapolis, IN 46216 • 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
Cp Accountant, Inc. Indianapolis IN 06/1992 Present
National Planning Corporation Indianapolis IN 07/2015 10/2017
Securities America, Inc. Indianapolis IN 10/2017 06/2024
Securities America Advisors Indianapolis IN 10/2017 06/2024
Osaic Wealth, Inc. St. Petersburg FL 06/2024 Present
Osaic Wealth, Inc. St. Petersburg FL 06/2024 Present
  • 06/1992 → Present
    Cp Accountant, Inc.
    Indianapolis, IN
  • 07/2015 → 10/2017
    National Planning Corporation
    Indianapolis, IN
  • 10/2017 → 06/2024
    Securities America, Inc.
    Indianapolis, IN
  • 10/2017 → 06/2024
    Securities America Advisors
    Indianapolis, IN
  • 06/2024 → Present
    St. Petersburg, FL
  • 06/2024 → Present
    St. Petersburg, FL
Previous Registrations
  • 2017-10-20 → 2024-06-14
    Securities America Advisors, Inc.
    Indianapolis, IN
  • 2015-07-01 → 2017-10-25
    National Planning Corporation
    Indianapolis, IN
    St. Petersburg, FL
  • 2009-02-25 → 2015-07-13
    1St Global Advisors Inc
    Indianapolis, IN
Other Businesses

**MCCORMICK FAMILY TRUST Position: TRUSTEE Nature: FAMILY TRUST Investment Related: No Hours: 5 Securities Trading Hours: 1 Start Date: 02/01/2010 Address: 1031 SHELBY ST, INDIANAPOLIS IN 46203 **VALLEY MILLS FRIENDS MEETING INC Position: TREASURER Nature: NON PROFIT RELIGIOUS ORGANIZATION Investment Related: No Hours: 4 Securities Trading Hours: 1 Start Date: 12/15/2004 Address: 6739 W THOMPSON RD, INDIANAPOLIS IN 46241 **FRIENDSHIP CLUB INC Position: TREASURER Nature: NON PROFIT RELIGIOUS ORGANIZATION Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 05/15/1990 Address: 6739 W THOMPSON RD, INDIANAPOLIS IN 46241 **MACKENDRON REAL INVESTMENTS LLC Position: MANAGING MEMBER Nature: REAL ESTATE OWNERSHIP AND MANAGEMENT Investment Related: No Hours: 5 Securities Trading Hours: 1 Start Date: 02/06/2009 Address: 1031 SHELBY ST, INDIANAPOLIS IN 46203 **LILLY UNIT-BOYS AND GIRLS CLUBS OF INDIANAPOLIS Position: ADVISORY BOARD MEMBER Nature: VOLUNTEER Investment Related: No Hours: 2 Securities Trading Hours: 1 Start Date: 01/01/1996 Address: 801 S STATE ST, INDIANAPOLIS IN 46203 **C P ACCOUNTANT INC POSITION: PRESIDENT/CPA NATURE: ACCOUNTANT/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 03/06/1995 ADDRESS: 1031 SHELBY ST, INDIANAPOLIS IN 46203, United States DESCRIPTION: CPA FIRM PREPARES TAX RETURNS, PAYROLL AND PAYROLL TAX PROCESSING, AND BOOKKEEPING SERVICES **C P ACCOUNTANTS LLC POSITION: PARTNER NATURE: TAX PREPARATION, PAYROLL AND ACCOUNTING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 1031 SHELBY ST, INDIANAPOLIS IN 46203, United States DESCRIPTION: TAX PREPARATION, PAYROLL AND PAYROLL TAX PROCESSING, AND ACCOUNTING SERVICES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-24
  • S66 Uniform Combined State Law Examination
    2009-02-24
Other Names
  • Michael P. Mccormick
  • Mike Mccormick

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