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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-15
  • PA RA
    APPROVED
    Since 2025-09-15

Branch Locations

117 Roberts Way, South Abington Twp, PA 18411 • 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
Uber San Francisco CA 03/2016 03/2017
Lyft New York NY 05/2016 03/2017
29 Second Video Clarks Summit PA 03/2016 12/2020
Classic Properties Clarks Summit PA 10/2018 12/2021
Hillside Haven Community Church Clarks Summit PA 08/2020 03/2024
Mulligan Financial Services South Abington PA 11/2021 Present
Instacart San Francisco CA 06/2016 03/2017
Abington Height School District Clarks Summit PA 03/2023 03/2024
Steamtown Church Scranton PA 04/2024 07/2024
Levy Realty Group Clarks Summit PA 03/2025 Present
Ncc Drivers Education Long Pond PA 05/2024 Present
The O.N. Equity Sales Company Cincinnati OH 07/2025 09/2025
Osaic Wealth, Inc. Clarks Summit PA 09/2025 Present
Wyoming Valley Bmw Plains PA 07/2024 04/2025
  • 03/2016 → 03/2017
    Uber
    San Francisco, CA
  • 05/2016 → 03/2017
    Lyft
    New York, NY
  • 03/2016 → 12/2020
    29 Second Video
    Clarks Summit, PA
  • 10/2018 → 12/2021
    Classic Properties
    Clarks Summit, PA
  • 08/2020 → 03/2024
    Hillside Haven Community Church
    Clarks Summit, PA
  • 11/2021 → Present
    Mulligan Financial Services
    South Abington, PA
  • 06/2016 → 03/2017
    Instacart
    San Francisco, CA
  • 03/2023 → 03/2024
    Abington Height School District
    Clarks Summit, PA
  • 04/2024 → 07/2024
    Steamtown Church
    Scranton, PA
  • 03/2025 → Present
    Levy Realty Group
    Clarks Summit, PA
  • 05/2024 → Present
    Ncc Drivers Education
    Long Pond, PA
  • 07/2025 → 09/2025
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 09/2025 → Present
    Clarks Summit, PA
  • 07/2024 → 04/2025
    Wyoming Valley Bmw
    Plains, PA
Previous Registrations
Other Businesses

1) MULLIGAN FINANCIAL SERVICES LLC POSITION: Investment Advisor Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/30/2025 ADDRESS: 117 Roberts Way, South Abington TWP PA 18411, United States DESCRIPTION: Selling insurance and fixed annuities. 2) NCC DRIVERS EDUCATION POSITION: Driving Instructor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 17 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 2815 Long Pond Rd, Long Pond PA 18334, United States DESCRIPTION: Teaching students how to drive. 3) LEVY REALTY GROUP POSITION: Realtor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/10/2025 ADDRESS: 285 E Grove St, Clarks Green PA 18411, United States DESCRIPTION: Selling and marketing real estate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-16
  • S66 Uniform Combined State Law Examination
    2025-06-16
Other Names
  • Billy Mulligan
  • William John Mulligan

View on SEC IAPD

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