Matthew Maresch

Current Employers

Employment History

• 12/2005 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 12/2005 → 04/2022
  Equitable Advisors, Llc
  New York, NY
• 03/2024 → 08/2024
  Equitable Advisors, Llc
  New York, NY
• 04/2022 → 12/2023
  Self Employed
  Wylie, TX
• 12/2023 → 03/2024
  Unemployed
  Wylie, TX
• 11/2024 → Present
  The Leaders Group Inc
  Littleton, CO
• 11/2024 → Present
  Independent Insurance Agent
  Wylie, TX
• 08/2024 → 11/2024
  Unemployed
  Wylie, TX
• 03/2024 → 08/2024
  Cbg Wealth Mgmt
  Wylie, TX

Previous Registrations

• 2024-03-21 → 2024-08-21
  Equitable Advisors, Llc
  Dallas, TX
• 2006-02-17 → 2022-04-21
  Equitable Advisors, Llc
  Dallas, TX

Other Businesses

1.) INDEPENDENT INSURANCE AGENT - 11/15/24 - 1915 Highland Oaks Drive, Wylie, TX 75098 - Insurance agent, Insurance sales, Not Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 11/20/24 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) ASHBURY BOUTIQUE WEALTH MANAGEMENT - 11/20/2024 - 1915 Highland Oaks Drive, Wylie, TX 75098 - Founder, Financial Planner: Wealth Management, Retirement Income, Protection, Invt Rel, 240 hrs/mo; 240 hrs/mo (during trading hours). 4.) ASSOCIATION OF FINANCIAL CONSULTANTS, TM 501(c)(3) NON-PROFIT ORGANIZATION - 4/21/2025 - 1915 Highland Oaks Drive, Wylie, TX 75098 - Member, Host Educational Workshops, Provide educational workshops and classes at no cost or obligation to the attendees. I'm committed to ongoing education to help attendees navigate and understand complex financial topics, bound by a Code of Conduct that demands integrity and transparency, Invt Rel, 4 hrs/mo; 2 hrs/mo (during trading hours). 5.) HEARTLAND NATIONAL LIFE INSURANCE COMPANY - 9/4/2025 - 4200 Little Blue Pkwy Ste 400, Independence MO 64057 - Agent, Insurance business, Not Invt Rel, 2 hrs/mo; 2 hrs/mo (during trading hours). 6.) SENIOR HEALTHCARE PLANNING LLC - 2/2/2026 - 3400 N Central Expy Ste 110-319, Richardson TX 75080-0039 - Founder, Agency owner - Hire, develop and retain Medicare agents, Insurance business, Not Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-08
• S66 Uniform Combined State Law Examination
  2001-09-19

Other Names

• Matthew Allen Maresch
• Matthew Maresch