Daniel Matthew Padden

Current Employers

Employment History

• 05/2014 → 06/2024
  Securities America Inc
  Wheeling, WV
• 05/2014 → 01/2018
  Securities America Advisors
  Wheeling, WV
• 01/2018 → Present
  Arbor Point Advisors
  Wheeling, WV
• 06/2023 → 06/2024
  Securities America Advisors
  Wheeling, WV
• 06/2024 → Present
  Osaic Wealth, Inc.
  Wheeling, WV
• 06/2024 → Present
  Osaic Wealth, Inc.
  Wheeling, WV
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2018-01-16 → 2024-11-08
  Arbor Point Advisors
  Wheeling, WV
• 2023-06-09 → 2024-06-14
  Securities America Advisors, Inc.
  Wheeling, WV
• 2014-06-13 → 2018-01-16
  Securities America Advisors, Inc.
  Wheeling, WV

Other Businesses

1) PADDEN FINANCIAL SERVICES POSITION: Agent NATURE: Life Insurance Agent Accident & Sickness Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 02/03/2015 ADDRESS: 147 Stone Church Road, Wheeling WV 26003 DESCRIPTION: Sale of life and health insurance policies 2) PADDEN FAMILY IRREVOCABLE TRUST POSITION: Trustee NATURE: This is an irrevocable family trust set up by my parents who are beneficiaries along with me and my 3 sisters. As a beneficiary of the trust I may receive oil and gas royalty income as it is paid into the trust, however I am not compensated for my role as trustee. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 1423 Battle Run Road, Triadelphia WV 26003, United States DESCRIPTION: I am to serve as trustee within the scope of the trust

Exams

• S66 Uniform Combined State Law Examination
  2014-04-08