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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
Quakertown, PA • United States
660 Sentry Parkway Suite 100, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Blue Bell | PA | 10/2008 | 01/2025 |
| Osaic Wealth, Inc. | Blue Bell | PA | 01/2025 | Present |
1) THOMAS J MITCHELL FIXED BUSINESS OBA 660 SENTRY PARKWAY SUITE 100 BLUE BELL PA 19422 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER ACCIDENT AND HEALTH INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG TERM CARE INSURANCE, PREMIUM FINANCIAL AND TRADITIONAL LIFE INSURANCE START DATE: 06/27/2011 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 2 2) THOMAS MITCHELL /THE LIGHTSTREAM GROUP 705 W. BROAD STREET QUAKERTOWN, PA 18951 CATEGORY: CONSULTANT INVESTMENT RELATED: N TITLE: CONSULTANT/SUBJECT MATTER REVIEWER DUTIES: PROVIDE EDITORIAL REVIEWS OF FINANCIAL SERVICES- RELATED ARTICLES/SUGGEST RELEVANT ARTICLE TOPICS START DATE: 03/04/2024 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 10 3) THOMAS J. MITCHELL - FIXED BUSINESS OBA POSITION: Agent NATURE: Sale of fixed insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 06/27/2011 ADDRESS: 660 Sentry Parkway, Ste. 100, Blue Bell PA 19422, United States DESCRIPTION: Provide fixed insurance products to new and existing clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-13 |
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