Timothy Arthur Mellon

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 12/2000 → Present
  Green Valley Financial
  Greensboro, NC
• 04/2016 → 09/2019
  Kestra Financial Services, Inc
  Austin, TX
• 10/2019 → 08/2024
  Triad Advisors
  Norcross, GA
• 10/2019 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Greensboro, NC

Previous Registrations

• 2016-04-20 → 2019-09-30
  Kestra Advisory Services, Llc
  Greensboro, NC
• 2006-08-21 → 2016-09-22
  Kestra Investment Services, Llc
  Greensboro, NC
• 2001-12-31 → 2006-08-24
  New England Securities
  Greensboro, NC
  Greensboro, NC
  Charlotte, NC

Other Businesses

1)Green Valley Financial;investment related;701 Green Valley Road, Suite 212, Greensboro, NC 27408;investment and insurance;managing partner;2/2001;80 hrs/month;32.5 hrs during trading;financial education,selling financial products 2)Hedge Farm,LLC;not investment related;169 Noriam Rd,Pilot Mountain,NC 27401;farm;owner;9/12/2012;20 hrs/month;0 hrs during trading;mowing fields,feeding animals,working in greenhouses 3)Alamance Community College;investment related;1304 Plaza Drive,Burlington,NC 27215;financial education;instructor;3/17/2020;6 hrs/quarter;0 hrs during trading;instructor for FMT course material 4)Buffalo Brothers;investment related;Raleigh,NC;restaurant;passive investor;5/2015;0 hrs/month;0 hrs during trading 5)N.C. Grange Mutual;not investment related;2751 Patterson St,#2,Greensboro,NC 27407;specializes in providing property insurance in state of North Carolina;seat on board of directors;3/2022;20 minutes/month;1 minute/day;serve on board of directors for N.C. Grange Mutual 6)GVF Properties, LLC;Investment related: yes; 701 Green Valley Road, Suite 212, Greensboro, NC 27408; Nature or Structure of Business: Passive Investments in Real Estate; Position: Managing Member; Start date: 05/11/2022; hours per month: 2; securities trading hours 0; Duties: Our intent with these investments is not intended to generate net positive income now. We would like to cover the debt/financing, insurance and taxes but then claim depreciation in the short run to offer current income taxes. Ultimately once the asset has been paid for we would look for future income and/or to liquidate at a profit and recognize as capital gains versus ordinary income 7)HEDGE FARM,LLC POSITION: owner NATURE: farm INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2012 ADDRESS: 169 Noriam Rd, Suite 302, Pilot Mountain NC 27401, United States DESCRIPTION: mowing fields,feeding animals,working in greenhouses 8)GREEN VALLEY FINANCIAL POSITION: managing partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 32 START DATE: 01/01/2010 ADDRESS: 900 old winston rd, Suite 114, Kernersville NC 27248, United States DESCRIPTION: Managing aum 9) ME FINANCIAL,LLC DBA GREEN VALLEY FINANCIAL POSITION: managing partner NATURE: investments and insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 6 START DATE: 02/01/2001 ADDRESS: 900 old winston road, Suite 114, Kernersville NC 27284, United States DESCRIPTION: financial education,selling financial products 10)GUILFORD TECH COMMUNITY COLLEGE POSITION: instructor NATURE: financial education INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 03/05/2020 ADDRESS: 601 E. Main St, Suite 302, Jamestown NC 27282, United States DESCRIPTION: instructor for FMT course material 11)RENTAL PROPERTY UNDER MY NAME POSITION: my wife and I own this rental property NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2025 ADDRESS: 1515 bowfin lane, unit 1, Carolina Beach NC 28428, United States DESCRIPTION: no activity my property manager handles it

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-19
• S63 Uniform Securities Agent State Law Examination
  1994-01-07

Designations

• Chartered Financial Consultant

Other Names

• Tim Mellon