Matthew J Liston

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-02-22
FL	RA	APPROVED	2019-02-21
MI	RA	APPROVED	2018-10-27

TX RA
APPROVED_RES

Since 2019-02-22
FL RA
APPROVED

Since 2019-02-21
MI RA
APPROVED

Since 2018-10-27

Branch Locations

Royal Oak, MI • United States

30600 Telegraph Road Suite 1350, Bingham Farms, MI 48025 • 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

Organization	City	State	From	To
Edward Jones Investments	Royal Oak	MI	05/2016	12/2016
Cambridge Investment Research, Inc.	Fairfield	IA	07/2017	10/2018
Gleba & Associates, Inc.	Troy	MI	01/2017	10/2018
Osaic Wealth, Inc.	Bloomfield Hills	MI	10/2018	Present

05/2016 → 12/2016

Edward Jones Investments

Royal Oak, MI
07/2017 → 10/2018

Cambridge Investment Research, Inc.

Fairfield, IA
01/2017 → 10/2018

Gleba & Associates, Inc.

Troy, MI
10/2018 → Present

Osaic Wealth, Inc.

Bloomfield Hills, MI

Previous Registrations

2017-07-11 → 2018-11-12

Cambridge Investment Research Advisors, Inc.

Troy, MI
2016-08-26 → 2016-12-27

Edward Jones

Royal Oak, MI

Royal Oak, MI

St Louis, MO

Other Businesses

1. MICHIGAN FINANCIAL COMPANIES-FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 10/29/2018 ADDRESS: 30600 Telegraph Rd., Suite 1350, Bingham Farms MI 48025, United States DESCRIPTION: Sales of fixed annuities an non-variable

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-07-05

S66 Uniform Combined State Law Examination

2016-07-05

Designations

Other Names

Matthew James Liston
Matt Liston

View on SEC IAPD