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Matthew Larson

Osaic Wealth, Inc.

Catonsville, MD

Ellicott City, MD

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-24
  • MD RA
    APPROVED
    Since 2025-01-24

Branch Locations

Catonsville, MD • United States

24 Frederick Road, Ellicott City, MD 21043 • 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
OrganizationCityStateFromTo
University Of Maryland College Park College Park MD 01/2016 05/2018
Stonebridge Advisors Ellicott City MD 02/2017 Present
Osaic Wealth, Inc. Ellicott City MD 01/2025 Present
  • 01/2016 → 05/2018
    University Of Maryland College Park
    College Park, MD
  • 02/2017 → Present
    Stonebridge Advisors
    Ellicott City, MD
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Ellicott City, MD
Previous Registrations
  • 2019-03-28 → 2025-01-24
    Osaic Fa, Inc.
    Ellicott City, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-22
  • S66 Uniform Combined State Law Examination
    2019-03-22
Designations

View on SEC IAPD

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