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607 North Shore Drive Suite 101, Jeffersonville, IN 47130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-05-25 |
| IN | RA | APPROVED | 2018-08-22 |
Branch Locations
607 North Shore Drive Suite 101, Jeffersonville, IN 47130 • United States
4175 Westport Road, Suite 100, Lousville, KY 40207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Jeffersonville | IN | 04/2009 | 08/2018 |
| Oxinas Partners, Llc D/B/A Oxinas Partners Wealth Management | Louisville | KY | 08/2018 | Present |
| M. S. Howells & Co. | Louisville | KY | 08/2018 | Present |
[1] Matthew T. Wagner LLC, Jeffersonville, IN; Not Investment-Related; LLC Formed For Tax Purposes; Owner; 01/2019; Maintain Books and Records; Devote 4 hrs/month, which are not during securities trading hours. [2] Licensed Insurance Agent; Jeffersonville, IN; Not Investment-Related; Insurance Sales; 02/2019; Presenting And Selling Insurance Products and Solutions; Devote five (5) hours/month, all during securities trading hours. [3] Coxwag, LLC; Not Investment-Related; 4715 Westport Road, Suite 101, Louisville, KY 40207; Commercial Property Ownership; Owner/Landlord; 06/2021; One (1) hr/month, which is not during securities trading hours; Maintain rent and expenses. [4] Oxinas Holdings, LLC; Not Investment-Related; Jeffersonville, IN; LLC/Holding Entity formed for our office property; Owner; 01/2019; Maintain books and records; Devote two (2) hrs/month, which are not during securities trading hours. [5] Oxinas Partners, LLC; Jeffersonville, IN; Not Investment-Related; Licensed insurance agency; Insurance Sales; Owner; 01/2018; Devote five hours per month, all during securities trading hours. [6] Blackout Racing 4, LLC; Not investment-related; 5119 Rock Bluff Dr., Louisville, KY 40241; Thoroughbred Syndicate; Owner; 01/2022; Devote 0 hours/month. [7] GPC Gatlinburg, LLC; Not investment-related; 9207 Anemore Drive, Prospect, KY 40059; Real-Estate; Part-Owner; 01/2023; Zero (0) hours per month; Part-owner in a vacation rental property. Entity created for the ownership of vacation rentals. [8] Matthew T. Wagner is dually registered with Oxinas Partners, LLC dba Oxinas Partners Wealth Management ("Oxinas Partners") and M.S. Howells & Co ("M.S. Howells"). Mr. Wagner has served as an Investment Advisor Representative with Oxinas Partners since 08/2018 and as a Registered Representative with M.S. Howells since 08/2018; Business is conducted at 607 North Shore Drive, Suite 101, Jeffersonville, IN 47130 and 4175 Westport Road, Suite 100, Louisville, KY 40207; Approximately 90% of Mr. Wagner's time is spent in an Investment Advisor Representative capacity and the balance as a Registered Representative. 9. PNSC LLC, Investment-related- No; 600 W. Main St Louisville, KY 40202; Nature- Vacation Rental Property; Position/Title- Co-owner; Start date- 4.15.24; Approximately 1 hour per month; 0 during trading hours; Description- Manage Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-10 |
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