Mark Eldon Pittleman

Current Employers

Employment History

• 09/1985 → 01/2025
  Lincoln Financial Advisors Corporation
  Rosemont, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Milwaukee, WI

Previous Registrations

• 1993-04-03 → 2025-01-24
  Osaic Fa, Inc.
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

1) AJC REALTY, LLC POSITION: Owner NATURE: To manage an office building. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 08/14/1997 ADDRESS: 350 W. Green Tree Road, Milwaukee WI 53217 DESCRIPTION: I manage and run the office building. 2) BOARD MEMBER OF A SYNAGOGUE POSITION: Board Member NATURE: I am a board member of a synagogue. The name of the synagogue is Anshe Sfard Kehillat Torah. I am also a member of this synagogue. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2021 ADDRESS: 6717 N. Green Bay Avenue, Milwaukee WI 53209 DESCRIPTION: Board member. Participate in meetings. Discuss and and vote on issues presented to the board. 3) I AM THE FINANCIAL POWER OF ATTORNEY FOR MY WIFE, CARIN A. PITTLEMAN. CARIN IS ALSO MY FINANCIAL POWER OF ATTORNEY. POSITION: Fiduciary NATURE: Financial power of attorney. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2019 ADDRESS: 350 W. GreenTree Road, Milwaukee WI 53217 DESCRIPTION: I may need to act on Carin's behalf for financial matters 4) TRUSTEE OF MY PARENTS IRREVOCABLE INSURANCE TRUST. POSITION: Trustee NATURE: Trustee of my parents irrevocable insurance trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/05/1995 ADDRESS: 350 W. Green Tree Road, Milwuakee WI 53217 DESCRIPTION: Trustee of my parents irrevocable life insurance trust. 5) TRUSTEE OF THE SURVIVOR'S TRUST OF THE SECOND RESTATEMENT OF THE PITTLEMAN JOINT REVOCABLE TRUST AGREEMENT POSITION: Trustee NATURE: Since my father passed away on October 10, 2017, I became the trustee for this trust. I will be involved in all trust activities. My activity includes gathering the trust assets, making trust disbursements, paying trust expenses and all other administrative and investment decisions. The trust assets include fixed and variable annuities, stocks, bonds, brokerage accounts, bank accounts, real estate and other assets. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/10/2017 ADDRESS: 350 West Green Tree Road, Milwaukee WI 53217 DESCRIPTION: Since my father passed away on October 10, 2017, I became the trustee for this trust. I will be involved in all trust activities. My activity includes gathering the trust assets, making trust disbursements, paying trust expenses and all other administrative and investment decisions. The trust assets include fixed and variable annuities, stocks, bonds, brokerage accounts, bank accounts, real estate and other assets. 6) HAVE NO NAME FOR THIS BUSINESS. POSITION: Sales Person NATURE: Selling property and casualty insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2007 ADDRESS: 350 W. GreenTree Road, Milwaukee WI 53217 DESCRIPTION: Find prospects to sell property and casualty insurance. 7) PITTLEMAN FINANCIAL GROUP, LLC POSITION: Agent, Manager, Owner, Sales Person, Self NATURE: Selling and servicing insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/14/2017 ADDRESS: 350 W. Green Tree Road, Milwaukee WI 53217, United States DESCRIPTION: Selling and servicing insurance products.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-02-25