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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
3070 Bristol St Ste 500, Costa Mesa, CA 92626-3083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Huntington Beach | CA | 01/2005 | 01/2024 |
| Osaic Wealth, Inc. | Costa Mesa | CA | 01/2024 | Present |
1. MATTHEW A. KASA POSITION: INSURANCE AGENT; INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/18/2005 NATURE: HEALTH AND TRADITIONAL LIFE INSURANCE; ADDRESS: 3070 BRISTOL ST STE 500, COSTA MESA CA 92626 DESCRIPTION: OFFER, SELL, OR SERVICE FIXED ANNUITIES OR NON VARIABLE INSURANCE (LIFE, ACCIDENT, HEALTH DISABILITY). 2. INSURANCE POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/18/2005 ADDRESS: 3070 Bristol St. Ste. 500, Costa Mesa CA 92626, United States DESCRIPTION: HEALTH AND TRADITIONAL LIFE INSURANCE. OFFER, SELL, OR SERVICE FIXED ANNUITIES OR NON VARIABLE INSURANCE (LIFE, ACCIDENT, HEALTH DISABILITY). 3. KASA WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Marketing Name (DBA) is a Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 09/17/2025 ADDRESS: 3070 Bristol St. Ste. 500, Costa Mesa CA 92626, United States DESCRIPTION: Develops personalized financial plans Manages investment portfolios and asset allocation Provides retirement planning strategies Offers estate and tax planning guidance Conducts risk assessment and insurance planning Monitors market trends and economic conditions Advises on cash flow and budgeting strategies Evaluates and recommends financial products Performs client portfolio reviews and performance reporting Ensures regulatory compliance and fiduciary responsibility
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-19 |
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