Matthew M Medvesky

Current Employers

Employment History

• 01/2015 → 05/2017
  Suntrust Investment Services, Inc
  Atlanta, GA
• 11/2014 → 05/2017
  Suntrust Bank
  Lakewood Ranch, FL
• 09/2016 → 05/2017
  Suntrust Advisory Services
  Atlanta, GA
• 05/2017 → 08/2018
  Bb&T
  Sarasota, FL
• 01/2018 → 08/2018
  Bb&T Securities, Llc
  Sarasota, FL
• 11/2008 → 09/2023
  Edward Jones
  Saint Louis, MO
• 05/2017 → 08/2018
  Bbtis
  Charlotte, NC
• 09/2023 → 06/2024
  Securities America, Inc.
  Sarasota, FL
• 09/2023 → 06/2024
  Securities America Advisors
  Sarasota, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sarasota, FL

Previous Registrations

• 2023-09-20 → 2024-06-14
  Securities America Advisors, Inc.
  Sarasota, FL
  Sarasota, FL
• 2018-11-06 → 2023-09-18
  Edward Jones
  Lakewood Ranch, FL
  Sarasota, FL
  St Louis, MO
  Venice, FL
• 2018-01-02 → 2018-08-02
  Bb&T Securities, Llc
  Charlotte, NC
  Sarasota, FL
• 2017-05-30 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Sarasota, FL
• 2016-11-18 → 2017-05-10
  Truist Advisory Services, Inc.
  Bradenton, FL
  Bradenton, FL
• 2006-06-19 → 2007-08-23
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
  Naples, FL
• 2004-01-05 → 2005-08-17
  Federated Investment Counseling
  Pittsburgh, PA

Other Businesses

SAA POSITION: Advisor NATURE: SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 120 START DATE: 06/20/2023 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128, United States DESCRIPTION: Investment Advisory INSURANCE SALES POSITION: Financial Advisory NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/17/2023 ADDRESS: 6915 Superior Street Cir, Sarasota, FL 34243, United States DESCRIPTION: Insurance business involves the sale and recommendation of Life Insurance, Disability and LTC insurance as well as the occasional sale of annuities. SPECTRUM FINANCIAL PLANNING GROUP POSITION: Financial Advisor NATURE: Branch DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 11/12/2024 ADDRESS: 6915 Superior Street Cir, Sarasota FL 34243, United States DESCRIPTION: DBA for Osaic Advisory Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-09
• S63 Uniform Securities Agent State Law Examination
  2015-03-09
• S66 Uniform Combined State Law Examination
  2003-12-31

Other Names

• Matthew Marc Medvesky