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Matthew Donald Spedden

Osaic Wealth, Inc.

Preston, MD

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-24
  • MD RA
    APPROVED
    Since 2025-01-24

Branch Locations

147 Main Street, Preston, MD 21655 • 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
Outerlimits Capital Llc Wye Mills MD 07/2009 11/2016
New York Life Insurance Co. Bethesda MD 12/2016 10/2019
Nylife Securities Llc Bethesda MD 01/2017 10/2019
Eagle Strategies Llc Bethesda MD 12/2018 10/2019
The Prudential Insurance Company Of America Hunt Valley MD 10/2019 04/2022
Pruco Securities Llc Hunt Valley MD 10/2019 04/2022
Lincoln Financial Advisors Corporation Preston MD 04/2022 01/2025
Osaic Wealth, Inc. Preston MD 01/2025 Present
  • 07/2009 → 11/2016
    Outerlimits Capital Llc
    Wye Mills, MD
  • 12/2016 → 10/2019
    New York Life Insurance Co.
    Bethesda, MD
  • 01/2017 → 10/2019
    Nylife Securities Llc
    Bethesda, MD
  • 12/2018 → 10/2019
    Bethesda, MD
  • 10/2019 → 04/2022
    The Prudential Insurance Company Of America
    Hunt Valley, MD
  • 10/2019 → 04/2022
    Hunt Valley, MD
  • 04/2022 → 01/2025
    Lincoln Financial Advisors Corporation
    Preston, MD
  • 01/2025 → Present
    Preston, MD
Previous Registrations
  • 2022-04-21 → 2025-01-24
    Osaic Fa, Inc.
    Preston, MD
  • 2019-10-23 → 2022-04-28
    Hunt Valley, MD
    North Bethesda, MD
  • 2018-12-07 → 2019-10-24
    Bethesda, MD
    Wye Mills, MD
  • 2009-07-02 → 2011-10-31
    Stevensville, MD
  • 2009-03-13 → 2009-07-09
    Annapolis, MD
  • 1998-07-17 → 2009-03-13
    Ferris, Baker Watts, Llc
    Annapolis, MD
    Annapolis, MD
Other Businesses

1) HERITAGE FINANCIAL CONSULTANTS LLC 147 MAIN STREET PRESTON, MD 21655 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, INDEXED ANNUITIES, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LIFE SETTLEMENTS, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE. START DATE: 02/2022 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-29
S63 Uniform Securities Agent State Law Examination 2018-09-13
  • S65 Uniform Investment Adviser Law Examination
    2018-11-29
  • S63 Uniform Securities Agent State Law Examination
    2018-09-13

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