Matthew Joseph Posey

Current Employers

Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2013-09-06

OH RA
APPROVED

Since 2013-09-06

Branch Locations

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

800 Cross Pointe Road, Gahanna, OH 43230 • 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

Organization	City	State	From	To
Securities Management & Research, Inc.	Gahanna	OH	07/1988	Present

07/1988 → Present

Securities Management & Research, Inc.

Gahanna, OH

Other Businesses

1. RENTAL PROPERTY-N-GAHANNA, OH-RENTAL-OWNER-01/1999-5-COLLECT RENT PAY MORTGAGE. 2. ANICO-Y-GAHANNA, OH-INSURANCE-AGENT-11/1998-100-100-SELLS LIFE INSURANCE. 3. THE CHRIS CASTLE MEMORIAL FUND, INC.-N-GAHANNA, OH-CHARITY-BOARD MEMBER-05/2006-5-0-PLAN CHARITY EVENTS. 4.POSEY INSURANCE & FINANCIAL SERVICES-Y-GAHANNA, OH-INSURANCE-PRESIDENT-11/1988-175-150-SELLS INSURANCE, MUTUAL FUNDS & ANNUITIES.

Current Employers

Bfc Planning, Inc.

Disclosures

Employment History

Other Businesses

Other Firms

Other Investors

Other Offices

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