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Daniel Vincent Miele

Osaic Wealth, Inc.

Marshfield, MA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-16
RI RA APPROVED 2018-12-11
MA RA APPROVED 2018-11-02
  • TX RA
    APPROVED_RES
    Since 2023-10-16
  • RI RA
    APPROVED
    Since 2018-12-11
  • MA RA
    APPROVED
    Since 2018-11-02

Branch Locations

462 Plain Street, Marshfield, MA 02050 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Signator Financial Marshfield MA 06/2003 11/2018
Centinel Financial Group Marshfield MA 11/2006 Present
Osaic Wealth, Inc. Marshfield MA 11/2018 Present
  • 06/2003 → 11/2018
    Signator Financial
    Marshfield, MA
  • 11/2006 → Present
    Centinel Financial Group
    Marshfield, MA
  • 11/2018 → Present
    Marshfield, MA
Other Businesses

1. CRUMP POSITION: Agent NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/26/2019 ADDRESS: 462 Plain Street, Marshfield MA 02050, United States DESCRIPTION: Solicit insurance products and being a general agent 2. CENTINEL FINANCIAL GROUP, LLC. POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2004 ADDRESS: 462 Plain Street, Marshfield MA 02050, United States DESCRIPTION: Investment Advisor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-14
S63 Uniform Securities Agent State Law Examination 2004-01-07
  • S65 Uniform Investment Adviser Law Examination
    2018-11-14
  • S63 Uniform Securities Agent State Law Examination
    2004-01-07

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