Best Investors Account Sign in

Michael John Gordon

Osaic Wealth, Inc.

Winter Park, FL

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-19
TX RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

1555 Howell Branch Rd Suite A-2, Winter Park, FL 32789 • 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
Capital Guardian Llc Winter Park FL 07/2014 05/2017
Capital Guardian Wealth Manangement Llc Winter Park FL 07/2014 02/2018
Kovack Securities, Inc. Fort Lauderdale FL 05/2017 02/2018
Questar Capital Corporation Minneapolis MN 02/2018 03/2019
Questar Asset Management Minneapolis MN 02/2018 03/2019
Woodbury Financial Services, Inc. Winter Park FL 03/2019 01/2024
Osaic Wealth, Inc. Winter Park FL 01/2024 Present
  • 07/2014 → 05/2017
    Capital Guardian Llc
    Winter Park, FL
  • 07/2014 → 02/2018
    Capital Guardian Wealth Manangement Llc
    Winter Park, FL
  • 05/2017 → 02/2018
    Kovack Securities, Inc.
    Fort Lauderdale, FL
  • 02/2018 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 02/2018 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Winter Park, FL
  • 01/2024 → Present
    Winter Park, FL
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Winter Park, FL
  • 2018-02-13 → 2019-03-01
    Questar Asset Management, Inc.
    Winter Park, FL
    Sanford, FL
    Minneapolis, MN
  • 2014-07-08 → 2018-02-12
    Capital Guardian Wealth Management, Llc
    Miami, FL
  • 2009-08-28 → 2014-07-14
    Maitland, FL
  • 2005-11-23 → 2009-09-02
    Orlando, FL
  • 2003-07-01 → 2005-11-23
    Orlando, FL
  • 2000-11-22 → 2003-07-01
    Prudential Equity Group, Llc
    Orlando, FL
Other Businesses

1) GCG WEALTH MANAGEMENT INC. POSITION: Wealth Manager NATURE: LLC and DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 150 START DATE: 02/08/2018 ADDRESS: 1555 Howell Branch Rd, Suite A-2, Winter Park FL 32789, United States DESCRIPTION: Service securities clients under DBA name of GCG Wealth Management and offer fixed income, annuities, and life insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-07
S63 Uniform Securities Agent State Law Examination 2000-12-01
  • S65 Uniform Investment Adviser Law Examination
    2000-12-07
  • S63 Uniform Securities Agent State Law Examination
    2000-12-01
Other Names
  • Mike Gordon
  • Michael J Gordon

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Winter Park, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor