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Jonathan Samuel Muhlendorf

Osaic Wealth, Inc.

Virginia Beach, VA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-01-24
NJ RA APPROVED 2025-01-24
NC RA APPROVED 2025-01-24
PA RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
VA RA APPROVED 2025-01-24
  • GA RA
    APPROVED
    Since 2025-01-24
  • NJ RA
    APPROVED
    Since 2025-01-24
  • NC RA
    APPROVED
    Since 2025-01-24
  • PA RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24
  • VA RA
    APPROVED
    Since 2025-01-24

Branch Locations

One Columbus Center Suite 800, Virginia Beach, VA 23462 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Virginia Beach VA 03/2002 01/2025
Osaic Wealth, Inc. Virginia Beach VA 01/2025 Present
  • 03/2002 → 01/2025
    Lincoln Financial Advisors Corporation
    Virginia Beach, VA
  • 01/2025 → Present
    Virginia Beach, VA
Previous Registrations
  • 2002-08-23 → 2025-01-24
    Osaic Fa, Inc.
    Virginia Beach, VA
    Virginia Beach, VA
Other Businesses

1) JONATHAN MUHLENDORF, 9643 24TH BAY STREET, NORFOLK VA 23518 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, TRADITIONAL LIFE INSURANCE, DISABILITY INSURANCE, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE START DATE: 1/1/2009 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 0 2) John Muhlendorf, One Columbus Center, Suite 800, Virginia Beach VA 23462 Category: Life Settlements Investment Related: Yes Title: Agent Duties: assist clients with life settlements of fixed life policies Start Date: 10/2016 Hours per Month: 2 Hours per Month during trading hours: 1 3) JONATHAN MUHLENDORF POSITION: Sales Person NATURE: Health Insurance Agent/ Fixed Life Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: One Columbus CTR STE 800, Virginia Beach VA 23462, United States DESCRIPTION: Assist customers with purchase of fixed life insurance and health insurance if appropriate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-18
S63 Uniform Securities Agent State Law Examination 1999-06-25
  • S65 Uniform Investment Adviser Law Examination
    1999-10-18
  • S63 Uniform Securities Agent State Law Examination
    1999-06-25
Designations
Other Names
  • Jon Muhlendorf
  • Jonathan S Muhlendorf

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