Mark George Whitehouse

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

• 08/1998 → Present
  Whitehouse & Blakely
  Greensboro, NC
• 10/1998 → Present
  Self Employed
  Greensboro, NC
• 11/2004 → 06/2016
  Woodbury Financial
  Greensboro, NC
• 07/2016 → 06/2024
  Securities America, Inc.
  Greensboro, NC
• 07/2016 → 06/2024
  Securities America Advisors
  Greensboro, NC
• 06/2024 → Present
  Osaic Wealth, Inc.
  Blacksburg, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Blacksburg, VA

Previous Registrations

• 2016-07-06 → 2024-06-14
  Securities America Advisors, Inc.
  Blacksburg, VA
• 2004-11-24 → 2016-07-06
  Woodbury Financial Services, Inc.
  Greensboro, NC
  Greensboro, NC
• 2001-12-31 → 2004-12-03
  Securian Financial Services, Inc.
  Greensboro, NC

Other Businesses

DBA- WHITEHOUSE & BLAKELY MARK WHITEHOUSE POSITION: owner NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/1980 ADDRESS: 1002 Chateau Ct, Blacksburg VA 24060 DESCRIPTION: Sell insurance as appropriate to clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-19
• S63 Uniform Securities Agent State Law Examination
  1982-11-22