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Myron Dowell Mitchell

Osaic Wealth, Inc.

Winston Salem, NC

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-30
GA RA APPROVED 2024-06-14
NC RA APPROVED 2024-06-14
  • FL RA
    APPROVED
    Since 2024-09-30
  • GA RA
    APPROVED
    Since 2024-06-14
  • NC RA
    APPROVED
    Since 2024-06-14

Branch Locations

4622 Country Club Road, Suite 270, Winston Salem, NC 27104 • 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
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
  • 12/2003 → 06/2024
    Securities America, Inc.
    Winston-Salem, NC
  • 01/2004 → 06/2024
    Securities America Advisors, Inc.
    Winston-Salem, NC
  • 01/1997 → Present
    Greenfield Family Farmns
    Walnut Cove, NC
  • 08/2011 → Present
    Mitchell Wealth Management Group
    Winston-Salem, NC
  • 09/2004 → 12/2017
    Mmd Properties, Llc
    Winston-Salem, NC
  • 09/2010 → Present
    North Carolina Ussa Sports
    Walnut Cove, NC
  • 08/2011 → Present
    Mitchell Wealth Management Group, Llc Dba Integrated Financial G
    Atlanta, GA
  • 06/2024 → Present
    Winston Salem, NC
Previous Registrations
  • 2004-01-05 → 2024-06-14
    Securities America Advisors, Inc.
    Winston-Salem, NC
    Winston Salem, NC
  • 2001-12-31 → 2003-12-19
    Veravest Investment Advisors, Inc.
    Walnut Cove, NC
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-05-19
S63 Uniform Securities Agent State Law Examination 1994-02-28
  • S65 Uniform Investment Adviser Law Examination
    1995-05-19
  • S63 Uniform Securities Agent State Law Examination
    1994-02-28
Other Names
  • Myron Dowell Mitchell

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