John Michael May

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-01-24
VA	RA	APPROVED	2025-01-24

TX RA
APPROVED_RES

Since 2025-01-24
VA RA
APPROVED

Since 2025-01-24

Branch Locations

Haymarket, VA • 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 No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors Corp	Haymarket	VA	06/2002	01/2025
Osaic Wealth, Inc.	Haymarket	VA	01/2025	Present

06/2002 → 01/2025

Lincoln Financial Advisors Corp

Haymarket, VA
01/2025 → Present

Osaic Wealth, Inc.

Haymarket, VA

Previous Registrations

2002-07-11 → 2025-01-24

Osaic Fa, Inc.

Haymarket, VA

Reston, VA
2000-08-04 → 2002-06-26

Voya Financial Advisors, Inc.

Reston, VA

Other Businesses

1) JOHN MAY 15211 ROYAL CREST DRIVE #303 HAYMARKET, VA 20169 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, FIXED/INDEXED ANNUITIES, TRADITIONAL LIFE INSURANCE, AND LONG TERM CARE INSURANCE. START DATE: 1/2/2009 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3 3) VARIOUS LIFE INSURANCE COMPANIES NOT AFFILIATED WITH LINCOLN POSITION: Agent NATURE: After "fact-finding" with client, will recommend and sell various life, long-term care, fixed annuities and disability insurance policies when I deem it to be appropriate and in the best interests of my client. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/02/2009 ADDRESS: 15211 ROYAL CREST DR, UNIT 303, HAYMARKET VA 20191, United States DESCRIPTION: After "fact-finding" with client, will recommend and sell various life, long-term care, fixed annuities and disability insurance policies when I deem it to be appropriate and in the best interests of my client.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2009-08-19
S65	Uniform Investment Adviser Law Examination	1992-06-09

S63 Uniform Securities Agent State Law Examination

2009-08-19
S65 Uniform Investment Adviser Law Examination

1992-06-09

Designations

Chartered Financial Consultant

Other Names

J. Michael May
Mike May

View on SEC IAPD