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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-06-11
  • PA RA
    APPROVED
    Since 2025-06-11

Branch Locations

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

1350 Old Pond Road, Bridgeville, PA 15017 • 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
St Clair Country Club Upper St Clair PA 05/2012 05/2021
Anthony Mastro Pittsburgh PA 05/2020 07/2022
Northwestern Mutual Investment Services Llc Pittsburgh PA 09/2022 02/2025
Anthony Mastro Pittsburgh PA 07/2022 01/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 05/2024 02/2025
Warwick Partners, Llc Pittsburgh PA 01/2025 02/2025
Justabout Wealth Management Canonsburg PA 02/2025 Present
Osaic Wealth Scottsdale AZ 02/2025 Present
Osaic Advisory Services Atlanta GA 02/2025 Present
  • 05/2012 → 05/2021
    St Clair Country Club
    Upper St Clair, PA
  • 05/2020 → 07/2022
    Anthony Mastro
    Pittsburgh, PA
  • 09/2022 → 02/2025
    Northwestern Mutual Investment Services Llc
    Pittsburgh, PA
  • 07/2022 → 01/2025
    Anthony Mastro
    Pittsburgh, PA
  • 05/2024 → 02/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2025 → 02/2025
    Warwick Partners, Llc
    Pittsburgh, PA
  • 02/2025 → Present
    Justabout Wealth Management
    Canonsburg, PA
  • 02/2025 → Present
    Osaic Wealth
    Scottsdale, AZ
  • 02/2025 → Present
    Osaic Advisory Services
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-10
S63 Uniform Securities Agent State Law Examination 2023-12-18
  • S65 Uniform Investment Adviser Law Examination
    2025-06-10
  • S63 Uniform Securities Agent State Law Examination
    2023-12-18
Other Names
  • Michael Bell

View on SEC IAPD

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