Melinda J Disque

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 11/2010 → Present
  First Commonwealth Advisors
  Indiana, PA
• 10/2015 → Present
  Infinex Investments, Inc.
  Meriden, CT

Previous Registrations

• 2010-06-07 → 2015-10-16
  Essex National Securities, Llc
  Indiana, PA
  Indiana, PA
  Homer City, PA
  Indiana, PA
  Indiana, PA
  Indiana, PA
  Napa, CA
  North Cambria, PA
  Ebensburg, PA
  Patton, PA
  Plumville, PA
  Blairsville, PA
  Butler, PA
• 2009-02-09 → 2010-06-02
  Uvest Financial Services Group, Inc.
  Indiana, PA

Other Businesses

1.) Quota International of Indiana PA. PO Box 932 Indiana, PA 15701. Not investment related. Member starting in March 2014. Approx 1-2 hors per month. 0 during trading hours. Help fundraising. Quota fundraises for local charities that focus on benefiting underprivileged women and children. 2.) First commonwealth bank - Trust Div. Yes, Investment related. Started July 2008. Approx 6 hours per month all during trading hours. 3.) Sunflower Yoga and Fitness center. Instuctor. Not investment related. Starting Sept 2025. Approx 1 hour per week not during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-06

Other Names

• Min Disque