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Michael Thomas Mundo

Osaic Wealth, Inc.

Lakewood Ranch, FL

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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 2026-05-22
TX RA APPROVED 2026-05-21
  • FL RA
    APPROVED
    Since 2026-05-22
  • TX RA
    APPROVED
    Since 2026-05-21

Branch Locations

11509 Palmbush Trail Suite 202, Lakewood Ranch, FL 34211 • 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
Investacorp Inc Miami Lakes FL 01/2009 07/2020
Investacorp Advisory Services Inc Miami Lakes FL 01/2009 07/2020
Osaic Wealth, Inc. Lakewood Ranch FL 05/2026 Present
Securities America, Inc. Bradenton FL 07/2020 Present
Securities America Advisors, Inc. Bradenton FL 07/2020 Present
Lpl Financial Llc Bradenton FL 02/2023 05/2026
  • 01/2009 → 07/2020
    Investacorp Inc
    Miami Lakes, FL
  • 01/2009 → 07/2020
    Investacorp Advisory Services Inc
    Miami Lakes, FL
  • 05/2026 → Present
    Osaic Wealth, Inc.
    Lakewood Ranch, FL
  • 07/2020 → Present
    Securities America, Inc.
    Bradenton, FL
  • 07/2020 → Present
    Securities America Advisors, Inc.
    Bradenton, FL
  • 02/2023 → 05/2026
    Lpl Financial Llc
    Bradenton, FL
Previous Registrations
  • 2023-02-06 → 2026-06-04
    Lpl Financial Llc
    Lakewood Ranch, FL
    Bradenton, FL
    Lakewood Ranch, FL
    San Diego, CA
  • 2020-07-17 → 2023-02-06
    Securities America Advisors, Inc.
    South Windsor, CT
    Bradenton, FL
  • 2008-01-06 → 2020-07-17
    Investacorp Advisory Services Inc
    South Windsor, CT
    South Windsor, CT
    South Windsor, CT
  • 2004-08-23 → 2009-01-29
    Ladenburg Thalmann Asset Management Inc
    Melville, NY
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-07-28
S63 Uniform Securities Agent State Law Examination 1998-12-30
  • S65 Uniform Investment Adviser Law Examination
    2004-07-28
  • S63 Uniform Securities Agent State Law Examination
    1998-12-30
Other Names
  • Michael Mundo

View on SEC IAPD

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