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Colton Matthew Cottrell

Osaic Wealth, Inc.

Oklahoma City, OK

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-06-25
  • OK RA
    APPROVED
    Since 2025-06-25

Branch Locations

3636 North Roff Avenue, Oklahoma City, OK 73112 • 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
Osaic Oklahoma City OK 02/2025 Present
Capital Asset Management Oklahoma City OK 06/2024 Present
Walgreens Norman OK 07/2019 07/2023
The University Of Oklahoma Norman OK 07/2023 06/2024
Chris' Express Drug Oklahoma City OK 07/2014 04/2019
  • 02/2025 → Present
    Osaic
    Oklahoma City, OK
  • 06/2024 → Present
    Capital Asset Management
    Oklahoma City, OK
  • 07/2019 → 07/2023
    Walgreens
    Norman, OK
  • 07/2023 → 06/2024
    The University Of Oklahoma
    Norman, OK
  • 07/2014 → 04/2019
    Chris' Express Drug
    Oklahoma City, OK
Other Businesses

1. SPIRIT OF THE WEST FINANCIAL CORP POSITION: Client Services Associate NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 152 START DATE: 06/03/2024 ADDRESS: 3636 N. Roff Ave, Oklahoma City OK 73112, United States DESCRIPTION: I am a client services associate at Capital Asset Management. No mention is ever made of Spirit of the West. It is just a holding company that I receive my salary through here at Capital Asset Management. 2. OKLAHOMA COUNTY: NOTARY POSITION: Client Services Associate NATURE: Part of my role as a client services representative is to occasionally notarize documents. I became a notary as part of this role. I do not have a business structure of my own for this, nor do I charge for the service. It is simply part of my job here at Capital Asset Management. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2024 ADDRESS: 3636 N. Roff Ave, Oklahoma City OK 73116, United States DESCRIPTION: Some documents that are processed in my role as a client services associate are required to be notarized. I attest as a notary for these documents.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-23
  • S66 Uniform Combined State Law Examination
    2025-06-23

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