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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-07 |
| MI | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios | Allen Park | MI | 11/2009 | 10/2024 |
| Ambassador Advisors, Llc | Lancaster | PA | 09/2014 | 01/2017 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. David McMillin/Insurance Fixed & Life/ Investment related? NO/Start date: Ongoing/100% ownership/$5,000.00 annual compensation/ hours devoted per month: 2/hours devoted per month during market hours: 2 2. Grace Church of Taylor/Church Elder/Investment related? NO/Start date: 4-1-2016/0% ownership/$0 annual compensation/ hours devoted per month: 20/hours devoted per month during market hours: 0 3. DAVID MCMILLIN POSITION: Insurance salesman NATURE: Life Insurance and fixed annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/15/1991 ADDRESS: 16071 Keppen Avenue, Allen Park MI 48101, United States DESCRIPTION: Life insurance and fixed annuity sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-05 |
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