Matthew Douglas Parker

Osaic Wealth, Inc.

New Braunfels, TX

CRD 7452197

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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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2026-04-29
TX	RA	APPROVED	2025-08-20

MS RA
APPROVED

Since 2026-04-29
TX RA
APPROVED

Since 2025-08-20

Branch Locations

Brandon, MS • United States

New Braunfels, TX • 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

Organization	City	State	From	To
Lincoln Financial Advisors Corp	New Braunfels	TX	01/2025	Present
Lincoln Financial Advisors Corp	Brandon	MS	10/2021	01/2025
24 Hour Fitness	Austin	TX	07/2017	09/2021
Winston Water Cooler	Austin	TX	01/2014	05/2017
Osaic Wealth, Inc.	Chicago	IL	01/2025	Present

01/2025 → Present

Lincoln Financial Advisors Corp

New Braunfels, TX
10/2021 → 01/2025

Lincoln Financial Advisors Corp

Brandon, MS
07/2017 → 09/2021

24 Hour Fitness

Austin, TX
01/2014 → 05/2017

Winston Water Cooler

Austin, TX
01/2025 → Present

Osaic Wealth, Inc.

Chicago, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-18

S66 Uniform Combined State Law Examination

2025-08-18

View on SEC IAPD

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