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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-30 |
| GA | RA | APPROVED | 2024-06-14 |
| NC | RA | APPROVED | 2024-06-14 |
Branch Locations
4622 Country Club Road, Suite 270, Winston Salem, NC 27104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Winston-Salem | NC | 12/2003 | 06/2024 |
| Securities America Advisors, Inc. | Winston-Salem | NC | 01/2004 | 06/2024 |
| Greenfield Family Farmns | Walnut Cove | NC | 01/1997 | Present |
| Mitchell Wealth Management Group | Winston-Salem | NC | 08/2011 | Present |
| Mmd Properties, Llc | Winston-Salem | NC | 09/2004 | 12/2017 |
| North Carolina Ussa Sports | Walnut Cove | NC | 09/2010 | Present |
| Mitchell Wealth Management Group, Llc Dba Integrated Financial G | Atlanta | GA | 08/2011 | Present |
| Osaic Wealth, Inc. | Winston Salem | NC | 06/2024 | Present |
1. MITCHELL WEALTH MANAGEMENT GROUP, LLC DBA PRESIDENT 95% TIME SPENT 2. GREENFIELD FAMILY FARMS, LLC POSITION: Owner NATURE: GREENFIELD FAMILY FARMS, LLC Hunting Lease to Mitchell Wealth Management Group, LLC; growth of timber; land lease to local farmer for row crops INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 2 START DATE: 03/28/2012 ADDRESS: 1662 Watts Rd, Walnut Cove NC 27052 DESCRIPTION: 100% Owner. Farm land and equipment upkeep. Management of leases, income, expenses and planning future leases and crops 3. COMMONWEALTH POSITION: servicing rep NATURE: COMMONWEALTH LIFE ANNUITY AND LIFE INSURANCE COMPA VARIABLE ANNUITIES, VARIABLE UNIVERSAL LIFE INSURA REGISTERED REP 45% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/1994 ADDRESS: 20 Guest Street, Brighton MA 02135 DESCRIPTION: Servicing existing clients and receive trail commissions from a legacy book of Commonwealth variable annuity and variable life book of business SAI granted an exception to this book of business when I joined SAI in 2003 4. MITCHELL WEALTH MANAGEMENT GROUP, LLC POSITION: Owner NATURE: Fixed Insurance Business INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2003 ADDRESS: 4622 Country Club Rd, Suite 270, Winston Salem NC 27104 DESCRIPTION: As an NC Life, Health and LTC agent; to offer fixed insurance products to clients and prospects. 5. COMMONWEALTH LIFE AND ANNUITY COMPANY POSITION: servicing rep NATURE: COMMONWEALTH LIFE ANNUITY AND LIFE INSURANCE COMPA VARIABLE ANNUITIES, VARIABLE UNIVERSAL LIFE INSURA REGISTERED REP 45% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/1994 ADDRESS: 20 Guest Street, Brighton MA 02135, United States DESCRIPTION: Servicing existing clients and receive trail commissions from a legacy book of Commonwealth variable annuity and variable life book of business SAI granted an exception to this book of business when I joined SAI in 2003 6. MITCHELL WEALTH MANAGEMENT GROUP, LLC POSITION: Owner NATURE: Fixed Insurance Business INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2003 ADDRESS: 4622 Country Club Rd, Suite 270, Winston Salem NC 27104, United States DESCRIPTION: As an NC Life, Health and LTC agent; to offer fixed insurance products to clients and prospects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-28 |
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