Matthew Scott Stegman

Current Employers

Employment History

• 09/2011 → 01/2019
  Sagepoint Financial
  Phoenix, AZ
• 01/2019 → 09/2023
  Sagepoint Financial, Inc.
  Spring Hill, FL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Spring Hill, FL

Previous Registrations

• 2012-04-12 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Spring Hill, FL

Other Businesses

1. FLORIDAFIN POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 01/14/2019 ADDRESS: 5327 Commercial Way, Ste D120, Spring Hill FL 34606, United States DESCRIPTION: When reviewing accounts with my clients, I may review insurance and provide insurance recommendations and/or sell insurance 2. GLMGA POSITION: Treasurer NATURE: Non-Profit. GlenLakes Men's Golf Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2025 ADDRESS: 10485 GlenLakes Blvd, Weeki Wachee FL 34613, United States DESCRIPTION: Consolidate and keep the records for the Account. I explained to the other board members that I cannot have access to or access check writing. The President and Secretary agreed to write checks on the account going forward.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-09
• S63 Uniform Securities Agent State Law Examination
  2009-03-13

Other Names

• Matthew S Stegman