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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-24 |
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
8219 Leesburg Pike Suite 200, Vienna, VA 22182 • United States
1 W. Foster Street 2Nd Floor, Suite 14, Melrose, MA 02176 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Melrose | MA | 08/1998 | 01/2025 |
| Osaic Wealth, Inc. | Vienna | VA | 01/2025 | Present |
1) MICHAEL GRINNELL 1 W. FOSTER STREET 2ND FLOOR, SUITE 14 MELROSE, MA 02176 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS TRADITIONAL LIFE INSURANCE, ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, LONG TERM CARE INSURANCE, AND FIXED ANNUITIES. START DATE: 01/01/1993 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10. 2) MICHAEL G. GRINNELL 1 W. FOSTER STREET 2ND FLOOR, SUITE 14 MELROSE, MA 02176 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: SALE OF COMMISSION-BASED GROUP BENEFITS (MEDICAL, LIFE, DISABILITY, DENTAL, LONG-TERM CARE) AND HEALTH SAVINGS ACCOUNTS. START DATE: 01/01/1995 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10. 3) MICHAEL G. GRINNELL / OUTSIDE GROUP INSURANCE BROKERAGE POSITION: Agent NATURE: In the context of my normal work with business owner/corporate clients, I assist them in evaluating and installing various types of group insurance (medical, life, disability, dental, long-term care, etc). INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1995 ADDRESS: 1 W Foster St, 2nd FLOOR Ste 14, Melrose MA 02176, United States DESCRIPTION: Aid clients in selecting appropriate types and levels of coverage, assist in the application/underwriting process, and provide ongoing service. 4) MICHAEL G. GRINNELL / OUTSIDE FIXED INSURANCE BROKERAGE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1993 ADDRESS: 1 W Foster St, 2nd Floor Ste 14, Melrose MA 02176, United States DESCRIPTION: Aid clients in selecting appropriate types and levels of coverage, assist in the application/underwriting process, and provide ongoing policy service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-30 |
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