Paul Michael Yuna

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-01-24

PA RA
APPROVED

Since 2025-01-24

Branch Locations

370 Southpointe Boulevard Suite 200, Canonsburg, PA 15317-8537 • 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

Organization	City	State	From	To
#Ia Sagemark Consulting, Inc.	Pittsburgh	PA	12/1990	Present
Lincoln Financial Advisors Corporation	Pittsburgh	PA	06/1998	01/2025
Osaic Wealth, Inc.	Canonsburg	PA	01/2025	Present

12/1990 → Present

#Ia Sagemark Consulting, Inc.

Pittsburgh, PA
06/1998 → 01/2025

Lincoln Financial Advisors Corporation

Pittsburgh, PA
01/2025 → Present

Osaic Wealth, Inc.

Canonsburg, PA

Previous Registrations

1998-06-01 → 2025-01-24

Osaic Fa, Inc.

Canonsburg, PA

Canonsburg, PA

Other Businesses

1) MOSAIC CONSULTING, 370 SOUTHPOINTE BLVD., SUITE 200, CANONSBURG, PA. 15317 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: SALE OF FIXED ANNUITIES (INCLUDING INDEXED ANNUITIES), AS WELL AS TRADITIONAL LIFE, DISABILITY INCOME, AND LONG TERM HEALTH CARE INSURANCE. START DATE: 12/3/1990 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS:6 2) PAUL YUNA/MOSAIC CONSULTING/370 SOUTHPOINTE BLVD. SUITE 200 CANONSBURG, PA 15317 CATEGORY:INSURANCE/PREMIUM FINANCIBG INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERIING PREMIUM FINANCING AND TRADITIONAL LIFE INSURANCE START DATE: 7/12/2012 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS:1 3) MOSAIC WEALTH CONSULTING POSITION: Agent NATURE: Sale of fixed annuities (including indexed annuities), as well as life, disability, and long term care insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 12/03/1990 ADDRESS: 370 Southpointe Blvd., Suite 200, Canonsburg PA 15317, United States DESCRIPTION: Sale of fixed annuities (including indexed annuities), as well as life, disability, and long term health care insurance. 4) PREMIUM FINANCING OF FIXED LIFE INSURANCE POLICIES POSITION: Agent NATURE: Either clients or prospects may decide to use "premium financing" to pay for premiums on fixed life insurance contracts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/12/2012 ADDRESS: 370 Southpointe Blvd., Suite 200, Canonsburg PA 15317, United States DESCRIPTION: Sell life insurance contracts.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-07-14
S63	Uniform Securities Agent State Law Examination	1991-03-22

S65 Uniform Investment Adviser Law Examination

1995-07-14
S63 Uniform Securities Agent State Law Examination

1991-03-22

View on SEC IAPD