Matthew Truman Fallaw

Current Employers

Employment History

• 10/2012 → 06/2019
  Community One/Capital/Ftb
  Hickory, NC
• 01/2015 → 12/2017
  Infinex Investments.
  Hickory, NC
• 06/2019 → Present
  Pinnacle Financial Partners/Pinnacle Bank
  Charlotte, NC
• 11/2019 → Present
  Raymond James Financial Services, Inc
  Charlotte, NC
• 11/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Charlotte, NC

Previous Registrations

• 2015-01-20 → 2017-12-05
  Osaic Institutions, Inc.
  Coldwater, MI
  Asheboro, NC
• 2013-01-28 → 2015-01-21
  Lpl Financial Llc
  Hickory, NC
  Asheboro, NC
  Hickory, NC
  Asheboro, NC
• 2010-10-18 → 2012-10-11
  Bb&T Investment Services, Inc.
  Hickory, NC
  Charlotte, NC
  Lincolnton, NC
• 2007-09-07 → 2009-12-31
  Wells Fargo Clearing Services, Llc
  Greenville, SC
  Hickory, NC
  Hickory, NC

Other Businesses

(1)Name of Business: McCullough Townhome Owners Association Address: 11518 Founders Park Lane, Pineville, NC, 28134, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member to be liaison with community and the Management Company. We oversee overall operations of community and work with management company with issues related to townhomes, vendors (landscaping). As Treasurer I would review the management company's proposed budget on behalf of the board prior to taking to community for annual meeting. No check writing, not on accounts, funds all in control of management company. (2)Name of Business: Pinnacle Asset Management Address: 15025 Ballancroft Pkwy, Charlotte, NC, 28277, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/07/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Licensed Bank Advisor(LBA), refer potential clients to our RJFS Advisors, no RJFS client accounts under my rep # (3)Name of Business: Pinnacle Financial Partners / Pinnacle Bank Address: 15025 Ballancroft Pkwy, Charlotte, NC, 28277, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/17/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Trust Advisor: build relationships with Pinnacle Partners, seek referral opportunities for prospects for banking products and services, Pinnacle Trust and Pinnacle Asset Management

Exams

• S66 Uniform Combined State Law Examination
  2007-10-10

Designations

Other Names

• Matt Fallaw
• Matthew Truman Fallaw
• Matthew T. Fallaw
• Matthew Fallaw