Robert Wayne Mitchell

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 12/1988 → Present
  Mitchell And Associates
  Fresno, CA
• 06/1988 → Present
  Farming
  Fresno, CA
• 06/1988 → Present
  Commercial Property Management
  Fresno, CA
• 06/1998 → Present
  Athletic Clubs
  Fresno, CA
• 01/2014 → Present
  Edgewood Financial Network
  Gold River, CA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Nashville, TN
• 11/2018 → Present
  Osaic Wealth, Inc.
  Nashville, TN

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Gold River, CA
  Fresno, CA
  Fresno, CA
  Nashville, TN
• 2015-10-06 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Fresno, CA
  Gold River, CA
  Fresno, CA
  Cedar Rapids, IA

Other Businesses

1. INNOVATIVE FINANCIAL GROUP POSITION: Managing Partner NATURE: LLc.dba for oba gen x financial llc and used with public for broker dealer and cria business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2018 ADDRESS: 12575 Faraday Ln, Orlando FL 32827, United States DESCRIPTION: Managing Partner 2. GEN X FINANCIAL POSITION: Managing partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/20/2018 ADDRESS: 12575 Faraday Ln, Orlando FL 32827, United States DESCRIPTION: Oversee financial rep new business activity 3. MITCHELL & ASSOCIATESPOSITION: Owner NATURE: Insurance Agency Single Ownership INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 12/02/1988 ADDRESS: 2626 W. Alluvial, Fresno CA 93711, United States DESCRIPTION: Oversee all business activity 4. FARMING POSITION: Owner NATURE: Farming grapes and pistachios INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/1998 ADDRESS: 2626 W. Alluvial, Fresno CA 93711, United States DESCRIPTION: Oversee business activity 5. COMMERCIAL PROPERTY MANAGEMENT POSITION: Owner NATURE: Commercial real estate INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/1988 ADDRESS: 1021 E. Herndon, Fresno CA 93720, United States DESCRIPTION: Oversee business activity 6. COMMERCIAL PROPERTY MANAGEMENT POSITION: Owner NATURE: Owner INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2017 ADDRESS: 2511 Garden Road, Monterey CA 93940, United States DESCRIPTION: Oversee business activity 7. SIERRA SPORT & RACQUET CLUB POSITION: Owner NATURE: Owner INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/1998 ADDRESS: 2626 W. Alluvial, Fresno CA 93711, United States DESCRIPTION: Oversee business activity 8. SIERRA ATHLETIC CLUB POSITION: Owner NATURE: Owner INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/1998 ADDRESS: 2626 W. Alluvial, Fresno CA 93711, United States DESCRIPTION: Oversee business activity 9. CHAMISAL TENNIS FITNESS CLUB POSITION: Owner NATURE: Owner INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2017 ADDRESS: 185 Roble Rd, Corral De Tierra CA 93908, United States DESCRIPTION: Oversee business activity 10. SSRRC SUNNYSIDE POSITION: Landlord NATURE: Event Center INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/1988 ADDRESS: 2626 W. Alluvial, Fresno CA 93711, United States DESCRIPTION: Landlord 11. MH RETAIL HOLDING LLC POSITION: Managing Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/18/2025 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: Formal agreement on the ownership Innovative Wealth Team Business between Robert Mitchell and Brian Heapps 12. INNOVATIVE WEALTH TEAM POSITION: Silent Partner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITY TRADING HOURS: 5 START DATE: 06/09/2025 ADDRESS: 12575 Faraday Lane, Orlando, FL 32827 DESCRIPTION: Special meetings as required 13. MH IFG HOLDINGS LLC POSITION: Merging Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITY TRADING HOURS: 2 START DATE: 06/18/2025 ADDRESS: 12575 Faraday Lane, Orlando, FL 32827 DESCRIPTION: Formalize partnership agreement between Brian Heapps and Robert Mitchell 14. OSAIC INNOVATIVE WEALTH TEAM POSITION: silent partner NATURE: C Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/09/2025 ADDRESS: 3200 Windy Ridge Parkway, suite 750, Atlanta GA 30339, United States DESCRIPTION: Special meetings as required

Exams

• S66 Uniform Combined State Law Examination
  2015-09-21