Michael Boyd Mulvihill

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

• 09/1988 → Present
  Anchor National/Financial
  Not Given, CA
• 05/1992 → Present
  Sunamerica Securities, Inc.
  San Jose, CA
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  San Jose, CA

Previous Registrations

• 2006-05-23 → 2023-09-01
  Osaic Services, Inc.
  San Jose, CA

Other Businesses

1. SPF CORPORATE RIA, YES, 4030 MOORPARK AVE, STE 120, SAN JOSE CA 95117, INVESTMENT ADVISORY, IAR SINCE 5/06, DOING V2A. 2. MICHAEL B MULVIHILL POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 3 START DATE: 09/30/1984 ADDRESS: 4030 Moorpark Ave. Ste. 120, San Jose, CA 95117, San ;Jose, CA 95117, United States DESCRIPTION: Sales of fixes annuities and term life insurance 3) BOYD TAX COUNSELORS, INC POSITION: Owner - NATURE: Other - Income Tax preparation Boyd Tax Counselors, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 5 START DATE: 01/15/1974 ADDRESS: 4030 Moorpark Ave. Ste. 120, San Jose, CA 95117, San Jose CA 95117, United States DESCRIPTION: Personal and Corporation Income Tax Preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-19
• S63 Uniform Securities Agent State Law Examination
  1998-07-20

Designations

• Certified Financial Planner