Matthew Oneal Davis

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Plano, TX
• 09/2023 → Present
  Osaic Wealth, Inc.
  Plano, TX

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Plano, TX
• 2001-07-02 → 2008-10-31
  American General Securities Incorporated
  Plano, TX
  Dallas, TX

Other Businesses

1. INVESTMENT ADVISORY SERVICES;CORP RIA;YES; SAGEPOINT FINANCIAL; 5136 Village Creek Parkway, Suite 500 PLANO, TX 75024; OWNER; 2003; 150; 6 HOURS PER DAY; PORTFOLIO MONITORING, CLIENT COMMUNICATION, CLIENT REVIEWS, FINANCIAL PLANNING, BUDGETING, INSURANCE PLANNING, COLLEGE PLANNING. 2. REAL ESTATE; MATTHEW O. DAVIS;NO; 5136 Village Creek Parkway, Suite 500 PLANO, TX 75024; SOLE PROPRIETORSHIP; PARTNER; 2002;30;0; PAY MORTGAGE ON THE HOME. 3. MATTHEW O. DAVIS POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: 5465 Legacy Drive, Suite 650, Plano TX 75024, United States DESCRIPTION: sell life/health/LTC insurance 4. BIG SHOAL RV COUNTRY LLC POSITION: Owner NATURE: The Property was purchased in the Name ofThe Davis Family Trust, but has an LLC operating account. Big Shoal RV Country LLC Prior to closing on the Sale of the property, it was transferred to the LLC. The LLC continues to operate due to the terms of the SALE. The final payout of the sale should happen by year end 2025 and no later than April 2026. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2019 ADDRESS: 6821 Gateway Drive, Joplin MO 64804, United States DESCRIPTION: Manage the two managers of the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-15
• S63 Uniform Securities Agent State Law Examination
  1996-04-29