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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-30
VA RA APPROVED 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2026-07-30
  • VA RA
    APPROVED
    Since 2025-01-24

Branch Locations

Richmond, VA • United States

8219 Leesburg Pike Suite 200, Vienna, VA 22182 • 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 Vienna VA 07/2001 01/2025
Osaic Wealth, Inc. Vienna VA 01/2025 Present
  • 07/2001 → 01/2025
    Lincoln Financial Advisors
    Vienna, VA
  • 01/2025 → Present
    Vienna, VA
Previous Registrations
  • 2004-01-29 → 2025-01-24
    Osaic Fa, Inc.
    Vienna, VA
    Vienna, VA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-10
  • S66 Uniform Combined State Law Examination
    2003-11-10

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