Matthew Blair Costello

Current Employers

Employment History

• 04/2014 → 01/2024
  Woodbury Financial Services, Inc.
  Danville, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Danville, CA

Previous Registrations

• 2014-04-18 → 2024-01-19
  Woodbury Financial Services, Inc.
  Danville, CA
  San Francisco, CA
  Danville, CA
  San Francisco, CA
• 2013-05-15 → 2014-04-23
  Eagle Strategies Llc
  San Ramon, CA
  San Ramon, CA
• 2008-01-04 → 2011-10-17
  Raymond James & Associates, Inc.
  Walnut Creek, CA
• 2007-12-21 → 2008-01-03
  Alamo Capital
  Walnut Creek, CA

Other Businesses

1)COSTELLO INVESTMENT ADVISOR POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/15/2014 ADDRESS: 173 Tweed Drive, Danville CA 94526, United States DESCRIPTION: Insurance Sales 2)COSTELLO INVESTMENT ADVISOR POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 05/15/2014 ADDRESS: 173 Tweed Drive, Danville CA 94526, United States DESCRIPTION: This OBA submission is in regards to my DBA for my Investment Advisory Business with Woodbury Financial Services. 3)MATTHEW COSTELLO POSITION: Owner NATURE: No business structure. This OBA submission is related to a commercial property that I own and rent at 9950 Ingomar Grade, Los Banos, CA. 93635. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2018 ADDRESS: 173 Tweed Drive, Danville CA 94526, United States DESCRIPTION: Collect rental check (via mail), predefined % return and long-term equity in revenue from project

Exams

• S66 Uniform Combined State Law Examination
  2007-04-02

Other Names

• Matthew Costello