David Orin Mcmillin

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

• 11/2009 → 10/2024
  American Portfolios
  Allen Park, MI
• 09/2014 → 01/2017
  Ambassador Advisors, Llc
  Lancaster, PA
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2009-11-20 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2014-09-24 → 2017-01-25
  Faithward Advisors, Llc
  Allen Park, MI
• 2003-01-27 → 2009-09-09
  Park Place Financial Group
  Allen Park, MI

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-12
• S63 Uniform Securities Agent State Law Examination
  1991-02-05