Timothy Dale Matthew

Current Employers

Employment History

• 03/2001 → 01/2025
  Lincoln Financial Advisors Corp.
  Canonsburg, NY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Canonsburg, PA

Previous Registrations

• 2003-04-17 → 2025-01-24
  Osaic Fa, Inc.
  Morgantown, WV
  Canonsburgh, PA
  Canonsburg, PA

Other Businesses

1) TIMOTHY MATTHEW DBA MOSAIC WEALTH CONSULTING 1660 TYRONE ROAD MORGANTOWN, WV 26508 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE START DATE: 01/01/2009 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 2) TIM MATTHEW 1660 TYRONE ROAD MORGANTOWN, WV 26508 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING -THROUGH VARIOUS CARRIERS- ACCIDENT AND HEALTH INSURANCE, LONG-TERM CARE INSURANCE, GROUP HEALTH INSURANCE, COMMISSION- BASED GROUP MEDICAL INSURANCE BENEFITS START DATE: 6/1/2020 HOURS PER MONTH: 30 HOURS PER MONTH DURING TRADING HOURS: 1 3) MATTHEW & ASSOCIATES LLC 1660 TYRONE ROAD MORGANTOWN WEST VIRGINIA 26508 CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OWNER OF ENTITY USED FOR BUSINESS EXPENSE MANAGEMENT PURPOSES START DATE:03/30/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 4) EXECUTOR OF ESTATES POSITION: Executor of Estates NATURE: My mother and brother-in-law have asked me to be the executor of their estates. Both have investment accounts with me that have been disclosed to the Broker/Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/03/2025 ADDRESS: 1660 Tyrone Road, Morgantown, WV. 26508, Morgantown WV 26508, United States DESCRIPTION: Typical duties of being an executor of an estate.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-28
• S63 Uniform Securities Agent State Law Examination
  2001-04-21