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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-24 |
Branch Locations
34 Jerome Ave Suite 106, Bloomfield, CT 06002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Hartford | CT | 07/2001 | 01/2025 |
| Osaic Wealth, Inc. | Hartford | CT | 01/2025 | Present |
1. MARY MATTKE, CERTFIED DREAM COACH (NAME CHANGE UNDER CONSIDERATION) POSITION: Owner - Founder - Coach NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2008 ADDRESS: 39 Burr Road, Bloomfield CT 06002, United States DESCRIPTION: Offer coaching services to people I meet through spiritual activities, conversations or other events; occasional speaking, retreats. 2. MARY C. MATTKE, CLU, CRPC POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/21/2002 ADDRESS: 34 Jerome Avenue, Suite 106, Bloomfield CT 06002, United States DESCRIPTION: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-07-02 |
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