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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

MEGAN L MCMILLAN

Advisor at OSAIC WEALTH, INC.

Newnan, GA

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Search this name across graphsid dfx:ria:cf0aaffd-953b-9ae9-d623-9ce9023b4b73

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 16, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSAIC WEALTH, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 27, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jan 27, 2008
First registration: Dec 16, 2009
Dual registered: yes, broker-dealer
Other names: MEGAN P LAMBERT|MEGAN L MCMILLAN|MEGAN PATRICIA LAMBERT
IAPD individual key: 5221630

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 14, 2024	n/a	yes	Newnan, GA	Current employment
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Mar 4, 2022	Jun 14, 2024	no	PEACHTREE CITY, GA	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Nov 5, 2015	Mar 3, 2022	no	Tyrone, GA\|TYRONE, GA\|SAN DIEGO, CA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Oct 7, 2014	Nov 2, 2015	no	TYRONE, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 10, 2014	Oct 6, 2014	no	ATLANTA, GA	Previous registration
MORGAN STANLEY	Wirehouse	Dec 16, 2009	Feb 20, 2014	no	Atlanta, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SECURITIES AMERICA ADVISORS, INC.	OSAIC WEALTH, INC.	Jun 14, 2024	Jun 14, 2024	0	Bulk transfer	Ibd to ibd
INDEPENDENT FINANCIAL GROUP, LLC	SECURITIES AMERICA ADVISORS, INC.	Mar 3, 2022	Mar 4, 2022	1	Firm change	Ibd to ibd
SECURITIES AMERICA ADVISORS, INC.	INDEPENDENT FINANCIAL GROUP, LLC	Nov 2, 2015	Nov 5, 2015	3	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SECURITIES AMERICA ADVISORS, INC.	Oct 6, 2014	Oct 7, 2014	1	Firm change	Other
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 20, 2014	Mar 10, 2014	18	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110518:7717:GA:2015-10-27	Nov 2, 2015	Nov 5, 2015	TYRONE, GA	Firm change

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jun 14, 2024 to presentfactForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Mar 4, 2022 to Jun 14, 2024factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Nov 5, 2015 to Mar 3, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 10, 2014 to Oct 6, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Dec 16, 2009 to Feb 20, 2014factForm ADV

Dated events

Occurred
Mar 3, 2022
Advisor changed firm
Megan L Mcmillan left Independent Financial Group, Llc for Securities America Advisors, Inc. (registered 2022-03-04)
Form ADVobserved 6 days ago