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Joseph Parker Mitchell

Oxford Financial Group, Ltd

Carmel, IN

Atlanta, GA

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Current Employers
Oxford Financial Group, Ltd

11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-09-26
FL RA APPROVED 2024-06-24
GA RA APPROVED 2023-05-22
  • IN RA
    APPROVED
    Since 2024-09-26
  • FL RA
    APPROVED
    Since 2024-06-24
  • GA RA
    APPROVED
    Since 2023-05-22

Branch Locations

11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States

One Buckhead Plaza, 3060 Peachtree Road Nw Suite 470, Atlanta, GA 30305 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Berman Capital Advisors, Llc Atlanta GA 06/2016 10/2021
Cresset Asset Management, Llc Atlanta GA 10/2021 05/2022
Bessemer Trust Atlanta GA 05/2022 03/2023
Oxford Financial Group, Ltd. Atlanta GA 03/2023 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-11-07
S66 Uniform Combined State Law Examination 2007-01-08
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07
  • S66 Uniform Combined State Law Examination
    2007-01-08
Designations
Other Names
  • Parker Mitchell

View on SEC IAPD

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Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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