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Matthew Blake Logan

Osaic Wealth, Inc.

Scottsdale, AZ

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-01-19
  • AZ RA
    APPROVED
    Since 2024-01-19

Branch Locations

6263 N. Scottsdale Rd Suite 385, Scottsdale, AZ 85250 • 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
Ace Vending Gilbert AZ 06/2018 08/2018
Boston Market Tempe AZ 11/2018 06/2020
Liqd Investments Scottsdale AZ 09/2020 Present
Zzeeks Pizza Gilbert AZ 02/2020 03/2021
Angry Crab Shack Ahwatukee AZ 05/2017 07/2017
Unemployed Phoenix AZ 06/2000 05/2017
Full Time Education Phoenix AZ 07/2017 06/2018
Full Time Education Phoenix AZ 08/2018 11/2018
Woodbury Financial Services Inc Scottsdale AZ 05/2023 01/2024
Woodbury Financial Services Inc Scottsdale AZ 08/2020 05/2023
Osaic Wealth, Inc. Scottsdale AZ 01/2024 Present
  • 06/2018 → 08/2018
    Ace Vending
    Gilbert, AZ
  • 11/2018 → 06/2020
    Boston Market
    Tempe, AZ
  • 09/2020 → Present
    Liqd Investments
    Scottsdale, AZ
  • 02/2020 → 03/2021
    Zzeeks Pizza
    Gilbert, AZ
  • 05/2017 → 07/2017
    Angry Crab Shack
    Ahwatukee, AZ
  • 06/2000 → 05/2017
    Unemployed
    Phoenix, AZ
  • 07/2017 → 06/2018
    Full Time Education
    Phoenix, AZ
  • 08/2018 → 11/2018
    Full Time Education
    Phoenix, AZ
  • 05/2023 → 01/2024
    Woodbury Financial Services Inc
    Scottsdale, AZ
  • 08/2020 → 05/2023
    Woodbury Financial Services Inc
    Scottsdale, AZ
  • 01/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2023-12-19 → 2024-01-19
    Woodbury Financial Services, Inc.
    Scottsdale, AZ
Other Businesses

1. LIQD INVESTMENTS POSITION: Analyst / Client Coordinator NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 05/22/2000 ADDRESS: 6263 N Scottsdale Rd, Scottsdale AZ 85250, United States DESCRIPTION: Operation 2. MKG ADVISORS LLC POSITION: Analyst / Client Coordinator NATURE: MKG Advisors LLC is the company in which the work conducted at LIQD Investments (other current OBA) is paid out of. MKG Advisors LLC is owned by the same owner as LIQD Investments, Matthew Wochos. This is a LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 150 START DATE: 05/22/2023 ADDRESS: 6263 N Scottsdale Rd, #385, Scottsdale AZ 85250, United States DESCRIPTION: Operation 3. LIQD INVESTMENTS POSITION: Analyst / Client Coordinator NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 05/22/2023 ADDRESS: 6263 N Scottsdale Rd, Scottsdale AZ 85250, United States DESCRIPTION: Operation 4. PARADISE VALLEY WEALTH MANAGEMENT POSITION: Registered Assistant NATURE: This is another financial planning firm registered with Osaic. They have shared an office with us for the past 2 years or so. We are now working towards transitioning their business to ours. Meaning we have begun work on their book of business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2025 ADDRESS: 6263 N Scottsdale Rd, #385, Scottsdale AZ 85250, United States DESCRIPTION: I have been assisting with operational duties to prepare the business for the transition to our firm.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-29
  • S66 Uniform Combined State Law Examination
    2023-11-29

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