Matthew B. Roberts

Current Employers

Employment History

• 04/2002 → 07/2026
  Valic Financial Advisors
  Tampa, FL
• 12/2022 → 07/2026
  Agia
  Houston, TX
• 07/2026 → Present
  Lpl Financial
  Tampa, FL

Previous Registrations

• 2004-01-13 → 2026-08-04
  Valic Financial Advisors, Inc.
  Boca Raton, FL
  Tampa, FL
  Tampa, FL

Other Businesses

1.07/31/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name FRONTLINE INVESTMENT ADVISORS; Investment Related; at Reported Business Location(s); Start Date 07/31/2026; 40hrs/mth; 40hrs during trading 2.07/31/2026; M&B Roberts Holdings LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 07/31/2026; 1hrs/mth; 0hrs during trading 3.07/31/2026; MATTHEW ROBERTS; Real Estate Rental; Investment Related; Tampa,FL; Start Date 07/31/2026; 1hrs/mth; 0hrs during trading 4.08/10/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth/15 Wealth Advisors/15 Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 07/31/2026; 40hrs/mth; 40hrs during trading 5.08/10/2026; ADVANTAGE INSURANCE NETWORK (AIN), GRADEPOINT INSURANCE/BACKNINE/CAPITAS DBA 15 INSURANCE GROUP; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/31/2026; 10hrs/mth; 5hrs during trading 6.08/20/2026; MATT ROBERTS IA LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/31/2026; 30hrs/mth; 20hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-10
• S65 Uniform Investment Adviser Law Examination
  2003-12-22

Other Names

• Matt Branch Roberts
• Matthew Branch Roberts