Matthew Michael Dauksza

Current Employers

Employment History

• 05/2003 → 10/2017
  Pruco Securities , Llc
  Dewitt, NY
• 01/2018 → 09/2023
  Sagepoint Financial, Inc.
  Syracuse, NY
• 09/2023 → Present
  Osaic Wealth, Inc.
  Syracuse, NY

Previous Registrations

• 2018-04-23 → 2023-09-01
  Osaic Services, Inc.
  Syracuse, NY

Other Businesses

1. EXCELSIOR WEALTH PARTNERS POSITION: CEO NATURE: Wealth Management DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/07/2017 ADDRESS: 225 Wilkinson Street, Syracuse NY 13204, United States DESCRIPTION: Recruiting Daily Operations Marketing 2. MATTHEW DAUKSZA POSITION: MATTHEW DAUKSZA NATURE: Selling Insurance Products Including Medicare to Clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2018 ADDRESS: 225 Wilkinson Street, Syracuse NY 13204, United States DESCRIPTION: SELLING INSURANCE PRODUCTS INCLUDING MEDICARE TO CLIENTS. 3. TAX PREPARATION POSITION: N/A NATURE: Tax Preparation Revenue INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/20/2020 ADDRESS: 225 Wilkinson St, Suite 107, Syracuse NY 13104, United States DESCRIPTION: Tax Preparation Revenue - Marketing 4. FAYETTEVILLE-MANLIUS ALL SPORTS BOOSTERS CLUB BOARD OF DIRECTORS POSITION: Board Member NATURE: 501c INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2025 ADDRESS: PO Box 561, 8201 East Seneca Turnpike, Manlius NY 13104, United States DESCRIPTION: High School Athletic Booster Club - Wrestling Team Representative - Raising Money and Coordinating allocated monies for the wrestling team. Expense Reimbursement, No Check Writing or Investment Responsibilities

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-31
• S63 Uniform Securities Agent State Law Examination
  2000-07-11

Designations