Tina Tyann Matthews

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Austin, TX

Previous Registrations

• 2006-10-06 → 2023-09-01
  Osaic Services, Inc.
  Austin, TX
  Bedford, TX
  Austin, TX
  Austin, TX
• 2006-09-08 → 2006-09-27
  Bbva Compass Investment Solutions, Inc
  Austin, TX
  Austin, TX
  Bee Cave, TX
  Austin, TX
  Austin, TX
  Austin, TX

Other Businesses

1) SAGEPOINT FINANCIAL CORPORATE RIA, YES, AUSTIN TX. INVESTMENT ADVISORY, IAR SINCE 10/06. 20% OF TIME. TPMM, FINANCIAL PLANNING, MAP AND V2A. 2) TINA MATTHEWS POSITION: Agent NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2003 ADDRESS: 6601 VAUGHT RANCH ROAD, SUITE 102, AUSTIN TX 78730, United States DESCRIPTION: I no longer solicit or write health insurance. I do still receive commissions from Higginbotham Insurance for past group policies written.I will now possibly receive commissions from New Insurance Agency as well. One of my clients is completing an Agent of Record Change from Higginbothem to New Insurance. I sell life insurance and long-term care insurance. For life insurance, I use TNBC as the agency and for long-term care, I use Core Income Advisors. 3) DIVORCE, WOMEN AND MONEY, LLC POSITION: CDFA NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 04/27/2012 ADDRESS: 6601 VAUGHT RANCH ROAD, SUITE 102, AUSTIN TX 78730, United States DESCRIPTION: As a CDFA, I work with clients who are divorcing. I typically represent the woman. I assist her in documenting her assets, understanding them, assist attorney with asset division, and help client with budget. 4) BC MERCY COMMITTEE GROUP POSITION: Mercy Committee Member NATURE: This is my church, Austin Ridge Bible Church. They have asked me to serve on the Mercy Committee which assists in discerning need for funds given by the church to people/families who have applied for funding. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/22/2022 ADDRESS: 9300 BEE CAVE ROAD, AUSTIN TX 78733, United States DESCRIPTION: I will be reviewing applications and interviewing the applicants. Once I understand their situation, I will share my observations to the committee of 6 and they will determine if church funds will be provided to the applicant. 5) TTM LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2018 ADDRESS: 6601 Vaught Ranch Rd, Suite 102, Austin TX 78730, United States DESCRIPTION: This is only used for my 401k and I have a bank account under that name. There are no activities that's why it didn't occur to me to disclose it.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-07
• S63 Uniform Securities Agent State Law Examination
  2003-03-05

Designations

Other Names

• Tina T Matthews
• Tina Tyann Green
• Tina Tyann Greenmatthews