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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-19 |
Branch Locations
1060 Nimitzview Drive Ste 120, Cincinnati, OH 45230 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schlosser Financial Planning | Milford | OH | 04/2011 | 08/2017 |
| Mass Mutual Life Insurance Company | Cincinnati | OH | 08/2017 | 12/2018 |
| Mml Investors Services | Cincinnati | OH | 09/2017 | 12/2018 |
| Woodbury Financial Services Inc | Cincinnati | OH | 01/2019 | 01/2024 |
| Osaic Wealth, Inc. | Cincinnati | OH | 01/2024 | Present |
1. MATTHEW T. BUCHHEIT POSITION: Agent NATURE: Sole Proprietorship. Sale and service of life & health insurance,property & casualty insurance,fixed annuities outside of Woodbury. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/17/2019 ADDRESS: 1060 Nimitzview Drive, Suite 120, Cincinnati OH 45230, United States DESCRIPTION: Sale and service of life & health insurance,property & casualty insurance,fixed annuities outside of Woodbury.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-30 |
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