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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

MATTHEW BLAIR COSTELLO

Advisor at OSAIC WEALTH, INC.

DANVILLE, CA

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Search this name across graphsid dfx:ria:2b1bcc2a-f144-e873-646a-1a3dd85dc8fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 21, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSAIC WEALTH, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 2, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Apr 2, 2007
First registration: Dec 21, 2007
Dual registered: yes, broker-dealer
Other names: MATTHEW COSTELLO
IAPD individual key: 4764381

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 19, 2024	n/a	yes	DANVILLE, CA	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 18, 2014	Jan 19, 2024	no	DANVILLE, CA\|SAN FRANCISCO, CA\|DANVILLE, CA\|SAN FRANCISCO, CA	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	May 15, 2013	Apr 23, 2014	no	SAN RAMON, CA\|SAN RAMON, CA	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jan 4, 2008	Oct 17, 2011	no	Walnut Creek, CA	Previous registration
ALAMO CAPITAL	Independent wealth	Dec 21, 2007	Jan 3, 2008	no	WALNUT CREEK, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WOODBURY FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Jan 19, 2024	Jan 19, 2024	0	Bulk transfer	Ibd to ibd
EAGLE STRATEGIES LLC	WOODBURY FINANCIAL SERVICES, INC.	Apr 23, 2014	Apr 18, 2014	-5	Firm change	Other
RAYMOND JAMES & ASSOCIATES, INC.	EAGLE STRATEGIES LLC	Oct 17, 2011	May 15, 2013	576	Firm change after gap	Other
ALAMO CAPITAL	RAYMOND JAMES & ASSOCIATES, INC.	Jan 3, 2008	Jan 4, 2008	1	Firm change	RIA to ibd

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 18, 2014 to Jan 19, 2024factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
May 15, 2013 to Apr 23, 2014factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jan 4, 2008 to Oct 17, 2011factForm ADV
→ ALAMO CAPITALRegistered adviserregistration: previous registration
Dec 21, 2007 to Jan 3, 2008factForm ADV

Dated events

No dated event names this entity yet.