Matthew John Marshall

Current Employers

Employment History

• 02/2009 → 12/2018
  Analect Benefit Finance, Llc
  San Francisco, CA
• 02/2013 → 09/2023
  Sagepoint Financial
  Phoenix, AZ
• 09/2023 → 10/2023
  Osaic Wealth, Inc.
  Redondo Beach, CA
• 10/2023 → 11/2025
  Kestra Investment Services, Llc
  Redondo Beach, CA
• 10/2023 → 11/2025
  Kestra Advisory Services, Llc
  Redondo Beach, CA
• 07/2025 → Present
  Arrowroot Family Office, Llc
  Marina Del Ray, CA
• 01/2000 → Present
  Mas Wealth Advisors Llc
  Redondo Beach, CA

Previous Registrations

• 2023-10-03 → 2025-12-12
  Kestra Advisory Services, Llc
  Austin, TX
  Redondo Beach, CA
• 2023-09-01 → 2023-10-08
  Osaic Wealth, Inc.
  Redondo Beach, CA
• 2013-02-25 → 2023-09-01
  Osaic Services, Inc.
  Redondo Beach, CA
  Scottsdale, AZ
• 2010-10-08 → 2013-01-18
  Kestra Investment Services, Llc
  Pleasanton, CA

Other Businesses

Business Name: MEDICAL ACCOUNTING SERVICE, INC. POSITION: Accountant NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2012 ADDRESS: 229 Avenue I, Ste 300, Redondo Beach CA 90277, United States DESCRIPTION: Prepare tax returns for clients Business Name: MAS Wealth Advisors LLC POSITION: Owner: INVESTMENT RELATED: NUMBER OF HOURS: 120 securities trading hours, 40 non trading hours. START DATE: 07/01/2000 ADDRESS: 229 Avenue I #300, Redondo Beach, CA, 90277, United States. DESCRIPTION: Provides advisory services through Arrowroot Family Office, LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-23
• S63 Uniform Securities Agent State Law Examination
  2010-02-24