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Brett Taylor Mcmillan

Osaic Wealth, Inc.

Fort Smith, AR

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-25
AR RA APPROVED 2024-06-14
TX RA APPROVED 2024-06-14
  • FL RA
    APPROVED
    Since 2024-09-25
  • AR RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED
    Since 2024-06-14

Branch Locations

622 So. 21St Street, Fort Smith, AR 72901 • 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
Mcmillan Financial Services, Inc. Fort Smith AR 06/2011 Present
Voya Financial Advisors Fort Smith AR 09/2014 08/2020
Securities America, Inc. Fort Smith AR 08/2020 06/2024
Securities America Advisors Forth Smith AR 08/2020 06/2024
Osaic Wealth, Inc. Fort Smith AR 06/2024 Present
Osaic Wealth, Inc. Fort Smith AR 06/2024 Present
  • 06/2011 → Present
    Mcmillan Financial Services, Inc.
    Fort Smith, AR
  • 09/2014 → 08/2020
    Voya Financial Advisors
    Fort Smith, AR
  • 08/2020 → 06/2024
    Securities America, Inc.
    Fort Smith, AR
  • 08/2020 → 06/2024
    Securities America Advisors
    Forth Smith, AR
  • 06/2024 → Present
    Fort Smith, AR
  • 06/2024 → Present
    Fort Smith, AR
Previous Registrations
  • 2020-09-14 → 2024-06-14
    Securities America Advisors, Inc.
    Fort Smith, AR
  • 2016-06-16 → 2020-09-17
    Fort Smith, AR
    Overland Park, KS
    Lake St. Louis, MO
    Cookeville, TN
Other Businesses

1. MCMILLAN FINANCIAL SERVICES, INC. POSITION: Vice President NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2011 ADDRESS: 622 S. 21st Street, Fort Smith AR 72901, United States DESCRIPTION: McMillan Financial Services, Inc. is an S-Corp and DBA name for my private business where I am a Financial Advisor and Insurance Agent. 2. INSURANCE SALES POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 06/01/2020 ADDRESS: 622 S. 21st Street, Fort Smith AR 72901, United States DESCRIPTION: Solicit based on client needs. 3. MCMILLAN WEALTH POSITION: President NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/30/2025 ADDRESS: 622 S. 21st Street, Fort Smith AR 72901, United States DESCRIPTION: McMillan Wealth is a DBA name for McMillan Financial Services, Inc., an S-Corp. McMillan Wealth is the DBA name for my private business where I am a Financial Advisor and Insurance Agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-30
S63 Uniform Securities Agent State Law Examination 2011-12-15
  • S65 Uniform Investment Adviser Law Examination
    2016-04-30
  • S63 Uniform Securities Agent State Law Examination
    2011-12-15

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