Mathew Dean Whiteaker

Current Employers

Employment History

• 05/2003 → Present
  Lpl Financial Llc
  Portland, OR
• 05/2017 → Present
  Cross Financial Advisors, Llc
  Portland, OR

Other Businesses

1. 7/25/2008: No Business Name - Investment Related - Beaverton, OR - Time Spent 1% - 1 condo, renters are not customers. 2. 8/4/2017 - No Business Name - Investment Related - Beaverton, OR - Real Estate Rental - Started 07/24/2017 - 0 Hours Per Month. 3. 07/20/2022 - Better is Better LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - 08/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading. 4. 11/14/2023 - Green Properties LLC - Inv Related - Portland, OR - Real Estate Rental - Owner - Start Date: 8/15/2019 - 3 Hrs/Mo; 1 Hr During Trading 5. 04/29/2025 - CF Advisory LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - 120 Hrs/Mth - 35 Hrs During Trading - Start Date: 06/01/2025 6. 10/10/2025- More Better is Better LLC- Real Estate Rental- INV Related- Portland, OR - Start date 09/01/2025- 1 Hour Per Month 7. 02/18/2026 - Abacus Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/29/2026 - 5 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2006-11-01
• S63 Uniform Securities Agent State Law Examination
  1999-09-09

Other Names

• Matthew Whiteaker
• Matthew Dean Whiteaker