Heather Nicole Mullinix

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2004 → 01/2025
  Lincoln Financial Advisors
  Canonsburg, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Canonsburg, PA

Previous Registrations

• 2004-01-06 → 2025-01-24
  Osaic Fa, Inc.
  Canonsburg, PA
  Canonsburg, PA
• 2003-07-01 → 2004-01-07
  Wells Fargo Clearing Services, Llc
  Wheeling, WV
• 2002-05-02 → 2003-07-01
  Prudential Equity Group, Llc
  Wheeling, WV

Other Businesses

1) ROSES OF PARIS FLOWERS AND GIFTS 1445 WASHINGTON ROAD WASHINGTON, PA 15301 CATEGORY: RETAIL, SERVICE INSDUSTRY OR SALARIED EMPLOYEE INVESTMENT RELATED: NO TITLE: SPOUSE OF OWNER DUTIES: RETAIL HELP; NETWORKING AND MARKETING SUPPPORT. START DATE: 03/17/10 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 2) ASTYR WEALTH, LLC POSITION: Owner NATURE: This LLC entity will be used to pay administrative support and expense management. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2023 ADDRESS: 375 Southpointe Blvd., Suite 440, Canonsburg PA 15317, United States DESCRIPTION: The entity will be used to pay administrative support and expense management. 3) H NICOLE MULLINIX- ASTYR WEALTH POSITION: Owner/CFP NATURE: Financial Planning & Investment Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 05/16/2018 ADDRESS: 375 Southpointe Blvd, Suite 440, Canonsburg PA 15317, United States DESCRIPTION: Comprehensive Financial Planning & Investment Advisory Practice 4) CRUMP POSITION: Agent NATURE: Crump is a 3rd party vendor for life insurance, annuities, disability, long-term care of which I can offer my clients their products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2004 ADDRESS: 375 Southpointe Blvd., Suite 440, Canonsburg PA 15317, United States DESCRIPTION: If my client needs insurance that Lincoln doesn't provide then I will go to Crump for quotes from other carriers.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-16
• S63 Uniform Securities Agent State Law Examination
  1998-12-09

Designations

• Certified Financial Planner

Other Names

• Niki Mullinix
• Heather Nicole Landon
• Heather Nicole Mullinix
• Heather Nicole Landon