Best Investors Account Sign in

Matthew Wyatt Wochos

Osaic Wealth, Inc.

Scottsdale, AZ

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-01-19
OK RA APPROVED 2024-01-19
PA RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
WA RA APPROVED 2024-01-19
  • AZ RA
    APPROVED
    Since 2024-01-19
  • OK RA
    APPROVED
    Since 2024-01-19
  • PA RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19
  • WA RA
    APPROVED
    Since 2024-01-19

Branch Locations

6263 N. Scottsdale Rd Suite 385, Scottsdale, AZ 85250 • 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
The Henne Financial Group, Llc Phoenix AZ 12/2000 06/2020
Woodbury Financial Services, Inc. Scottsdale AZ 03/2012 01/2024
Liqd Investments Scottsdale AZ 06/2020 Present
Osaic Wealth, Inc. Scottsdale AZ 01/2024 Present
  • 12/2000 → 06/2020
    The Henne Financial Group, Llc
    Phoenix, AZ
  • 03/2012 → 01/2024
    Woodbury Financial Services, Inc.
    Scottsdale, AZ
  • 06/2020 → Present
    Liqd Investments
    Scottsdale, AZ
  • 01/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2012-03-28 → 2024-01-19
    Woodbury Financial Services, Inc.
    Scottsdale, AZ
  • 2005-06-20 → 2012-03-21
    Cetera Advisors Llc
    Scottsdale, AZ
    Scottsdale, AZ
Other Businesses

1. MKG ADVISORS, LLC POSITION: MANAGING MEMBER NATURE: LLC FOR TAX PURPOSES INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 02/01/2006 ADDRESS: 5724 EAST TIERRA BUENA LANE, SCOTTSDALE AZ 85254 DESCRIPTION: MANAGING MEMBER 2. LIQD INVESTMENTS POSITION: Managing Director NATURE: LIQD Investments, intended to be the DBA with which we will work under for our primary business activity (planning, investment advisory and insurance services). Likely to be sole proprietorship in nature. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1200 SECURITIES TRADING HOURS: 190 START DATE: 03/01/2020 ADDRESS: 6263 North Scottsdale Road, Suite 385, Scottsdale AZ 85250, United States DESCRIPTION: Provide advisory services including investment of client capital, financial planning services, insurance services and sales and retirement plan advisement. 3. PARADISE VALLEY WEALTH MANAGEMENT POSITION: Associate Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2025 ADDRESS: 6263 North Scottsdale Road, Suite 385, Scottsdale AZ 85250, United States DESCRIPTION: I assist Paradise Valley Wealth Management with Advisory Services and Operational Support.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-27
S63 Uniform Securities Agent State Law Examination 2001-01-22
  • S66 Uniform Combined State Law Examination
    2005-05-27
  • S63 Uniform Securities Agent State Law Examination
    2001-01-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor