Matthew Thomas Champion

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2023-09-01
FL	RA	APPROVED	2023-09-01
NY	RA	APPROVED	2023-09-01
NC	RA	APPROVED	2023-09-01
PA	RA	APPROVED	2023-09-01
SC	RA	APPROVED	2023-09-01
TX	RA	APPROVED_RES	2023-09-01

CT RA
APPROVED

Since 2023-09-01
FL RA
APPROVED

Since 2023-09-01
NY RA
APPROVED

Since 2023-09-01
NC RA
APPROVED

Since 2023-09-01
PA RA
APPROVED

Since 2023-09-01
SC RA
APPROVED

Since 2023-09-01
TX RA
APPROVED_RES

Since 2023-09-01

Branch Locations

225 Wilkinson St Suite 107, Syracuse, NY 13204 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
The Prudential Insurance Company Of America	Dewitt	NY	07/2005	Present
Pruco Securities Llc	Dewitt	NY	07/2005	12/2017
Sagepoint Financial, Inc	Syracuse	NY	12/2017	Present
Osaic Wealth, Inc.	Syracuse	NY	09/2023	Present

07/2005 → Present

The Prudential Insurance Company Of America

Dewitt, NY
07/2005 → 12/2017

Pruco Securities Llc

Dewitt, NY
12/2017 → Present

Sagepoint Financial, Inc

Syracuse, NY
09/2023 → Present

Osaic Wealth, Inc.

Syracuse, NY

Previous Registrations

2017-12-13 → 2023-09-01

Osaic Services, Inc.

Syracuse, NY

Syracuse, NY

Phoenix, AZ

Other Businesses

1) MATTHEW CHAMPION POSITION: Advisor NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2018 ADDRESS: 225 Wilkinson St, Syracuse NY 13204 DESCRIPTION: SELLING INSURANCE PRODUCTS, INCLUDING MEDICARE TO CLIENTS. 2) MATTHEW CHAMPION POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2022 ADDRESS: 5569 Piazza Ln Clay NY 13041 DESCRIPTION: Bought a foreclosed property with the intent to fix up and sell. I will not be doing any of the renovation work myself. 3) EXCELSIOR WEALTH PARTNERS POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 12/13/2017 ADDRESS: 225 Wilkinson St Syracuse NY 13204 DESCRIPTION: office manager

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-02-24
S63	Uniform Securities Agent State Law Examination	2005-08-06

S65 Uniform Investment Adviser Law Examination

2007-02-24
S63 Uniform Securities Agent State Law Examination

2005-08-06

Designations

Other Names

Matthew Champion

View on SEC IAPD