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Matthew Lawrence Witten

Osaic Wealth, Inc.

Tigard, OR

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-05-05
TX RA APPROVED 2025-05-05
  • OR RA
    APPROVED
    Since 2025-05-05
  • TX RA
    APPROVED
    Since 2025-05-05

Branch Locations

16037 Sw Upper Boones Ferry Rd Suite 195, Tigard, OR 97224 • 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
New York Life Portland OR 11/2011 07/2019
Nylife Securities Llc Portland OR 02/2012 07/2019
Eagle Strategies Llc Portland OR 08/2016 07/2019
Massmutual Lake Oswego OR 06/2019 05/2025
Mml Investors Services Lake Oswego OR 07/2019 05/2025
Osaic Wealth Inc Tigard OR 05/2025 Present
  • 11/2011 → 07/2019
    New York Life
    Portland, OR
  • 02/2012 → 07/2019
    Nylife Securities Llc
    Portland, OR
  • 08/2016 → 07/2019
    Portland, OR
  • 06/2019 → 05/2025
    Massmutual
    Lake Oswego, OR
  • 07/2019 → 05/2025
    Mml Investors Services
    Lake Oswego, OR
  • 05/2025 → Present
    Tigard, OR
Previous Registrations
Other Businesses

1. NAME: MATTHEW WITTEN INV REL: Y ADD: 34815 SW Cloudrest Ln Hillsboro OR 97123 NATURE: INDIVIDUAL LIFE POSITION: AGENT START DATE: 2/1/2014 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2 2. INSURANCE POSITION: agent NATURE: insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2011 ADDRESS: 34815 SW cloudrest Ln, Hillsboro OR 97123, United States DESCRIPTION: in addition to being a financial advisor, i offer life, disability and long term care insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-09
S63 Uniform Securities Agent State Law Examination 2012-03-06
  • S66 Uniform Combined State Law Examination
    2016-08-09
  • S63 Uniform Securities Agent State Law Examination
    2012-03-06
Designations
Other Names
  • Matthew Witten

View on SEC IAPD

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