David Harlan Mitchler

Current Employers

Employment History

• 12/2008 → 01/2024
  Woodbury Financial Services Inc
  Alpharetta, GA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Alpharetta, GA

Previous Registrations

• 2008-12-05 → 2024-01-19
  Woodbury Financial Services, Inc.
  Alpharetta, GA
  Akron, OH
  Alpharetta, GA
• 2006-10-11 → 2008-12-03
  Thrivent Investment Management Inc.
  Alpharetta, GA
  Alpharetta, GA
  Alpharetta, GA
  Johns Creek, GA

Other Businesses

1. VANBRIDGE POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 09/01/2023 ADDRESS: 225 N.E. Mizner Boulevard| Suite 675, Boca Raton FL 33432, United States DESCRIPTION: Life Insurance sales 2. ATLANTA AREA BASKETBALL OFFICIALS ASSOCIATION POSITION: Basketball Official NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2024 ADDRESS: 201 Pelfrey Trace, Ball Ground GA 30107, United States DESCRIPTION: I officiate High school basketball games in the state of Georgia 3. LEGENDS HOSPITALITY, LLC POSITION: bartender, concessions staff NATURE: This is a hospitality organization. I am a bartender, concessions staff person. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 05/08/2025 ADDRESS: 61 Broadway, Suite 2400, New York NY 10006, United States DESCRIPTION: I am a bartender at a local amphitheater in Atlanta called Lakewood. I work in a booth providing drinks to the people who are going to concerts. 4.MITCHLER FINANCIAL GROUP POSITION: Advisor- Life health insurance sales NATURE: My physical office location. The mailing address did not change. I manage my business out ofthis new location. I do my regular Osaic and my life insurance business here. This is exactly what I have done for 25 years with this organization. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 30 START DATE: 02/19/2018 ADDRESS: 295 W Crossville Rd,, Bldg 300, Suite 324, Roswell GA 30075, United States DESCRIPTION: Financial advisor specializing in life insurance and variable products, dedicated to helping clients protect their income, manage risk, and achieve long-term financial security through personalized planning and education.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-05
• S63 Uniform Securities Agent State Law Examination
  1993-02-04