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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-30 |
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
8219 Leesburg Pike Suite 200, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Vienna | VA | 07/2001 | 01/2025 |
| Osaic Wealth, Inc. | Vienna | VA | 01/2025 | Present |
1) MATTHEW P. SIRPIS 8219 LEESBURG PIKE, SUITE 200 VIENNA, VA 2218 CATEGORY: LIFE SETTLEMENTS INVESTMENT RELATED: YES TITLE: AGENT DUTIES: REVIEW AND SALE OF LIFE SETTLEMENTS START: 09/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 2 2) MATTHEW P. SIRPIS 8219 LEESBURG PIKE, SUITE 200 VIENNA, VA 22182 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY, LONG TERM CARE, TRADITIONAL LIFE INSURANCE START: 09/01/10 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 3) MATTHEW P. SIRPIS 8219 LEESBURG PIKE, SUITE 200, VIENNA, VA 22182 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE, TRADITIONAL LIFE, EQUITY INDEXED ANNUITIES START: 02/2014 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3 4) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2017 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: APG payout with Heritage Financial Consultants, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-10 |
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