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Matthew Ryan Carmichael

Osaic Wealth, Inc.

Lakeside, CA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-04
CA RA APPROVED 2026-04-28
  • TX RA
    APPROVED_RES
    Since 2026-05-04
  • CA RA
    APPROVED
    Since 2026-04-28

Branch Locations

11668 Oak Creek Drive, Lakeside, CA 92040 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc San Diego CA 09/2018 Present
New York Life Insurance Company San Diego CA 12/2017 Present
Pacific Provision San Diego CA 01/2017 09/2017
Medina Motorsports National City CA 02/2015 09/2016
Unemployed San Diego CA 09/2016 01/2017
Eagle Strategies Llc Lakeside CA 03/2025 Present
Fox Legacy Financial And Insurance Solutions Lakeside CA 01/2026 Present
Osaic Wealth Lakeside CA 04/2026 Present
  • 09/2018 → Present
    Nylife Securities Llc
    San Diego, CA
  • 12/2017 → Present
    New York Life Insurance Company
    San Diego, CA
  • 01/2017 → 09/2017
    Pacific Provision
    San Diego, CA
  • 02/2015 → 09/2016
    Medina Motorsports
    National City, CA
  • 09/2016 → 01/2017
    Unemployed
    San Diego, CA
  • 03/2025 → Present
    Lakeside, CA
  • 01/2026 → Present
    Fox Legacy Financial And Insurance Solutions
    Lakeside, CA
  • 04/2026 → Present
    Osaic Wealth
    Lakeside, CA
Previous Registrations
Other Businesses

[Operation Amped; Non-profit that teaches surfing to wounded veterans.; 1 Del Mar, San Diego CA (No physical address); Start Date 09/2010; Role/Title: Board Member; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through GA Cavalier Associates; 2801 Townsgate Rd. Suite 350, Westlake Village, CA 91361; Start Date 04/2021; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours][Edison Motors; They build trucks; PO Box 444, Merritt BC, V1K 1B8, Canada; Start Date 04/2025; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Fox Legacy Financial and Insurance Solutions FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LAKESIDE CA; START DATE: 01/2026]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
S63 Uniform Securities Agent State Law Examination 2018-10-12
  • S66 Uniform Combined State Law Examination
    2025-03-14
  • S63 Uniform Securities Agent State Law Examination
    2018-10-12
Other Names
  • Matthew Carmichael

View on SEC IAPD

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