Nathaniel Mccullough

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

• 05/2022 → 12/2024
  Jpmorgan Chase Bank, N.A.
  Chandler, AZ
• 05/2022 → 12/2024
  J.P. Morgan Securities Llc
  Chandler, AZ
• 01/2020 → 01/2022
  Hunan Institute Of Engineering
  Xiangtan
• 06/2016 → 10/2021
  Rst English Franchise
  Changsha
• 02/2022 → 04/2022
  Unemployed
  Queen Creek, AZ
• 01/2024 → Present
  Veteran Small Business Llc
  San Tan Valley, AZ
• 12/2024 → Present
  Osaic
  Scottsdale, AZ

Previous Registrations

• 2024-09-26 → 2024-12-24
  J.P. Morgan Securities Llc
  Chandler, AZ
  Chandler, AZ

Other Businesses

1. VETERAN SMALL BUSINESS LLC POSITION: Member of LLC NATURE: Set up to receive commissions from Mosaic Wealth Solutions LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/31/2024 ADDRESS: 4745 S Southwind Dr, Gilbert AZ 85297, United States DESCRIPTION: Receive commissions from Mosaic Wealth Solutions LLC 2. MOSAIC WEALTH SOLUTION LLC POSITION: Affiliate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/31/2024 ADDRESS: 8765 E Bell Road, Suite 204, Scottsdale AZ 85249, United States DESCRIPTION: Financial Planning 3. 5147 GUMMITE LLC POSITION: Member NATURE: LLC owned by my trust INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2025 ADDRESS: 4745 S Southwind Dr, Gilbert AZ 85297, United States DESCRIPTION: My wife and I own a rental property that we are renting long-term to tenants

Exams

• S66 Uniform Combined State Law Examination
  2024-09-03
• S63 Uniform Securities Agent State Law Examination
  2022-09-23

Other Names

• Nathaniel Mccullough
• Nathaniel Grady Mccullough