Matthew Boyce Lowery

Current Employers

Employment History

• 08/2014 → 02/2022
  Massmutual Life Insurance Company
  Scottsdale, AZ
• 09/2014 → 02/2022
  Mml Investors Services Llc
  Scottsdale, AZ
• 02/2022 → 06/2023
  Townsquare Capital
  Provo, UT
• 02/2022 → 02/2023
  Dfpg Investments, Llc
  Sandy, UT
• 02/2022 → Present
  Suncrest Advisors
  Peoria, AZ
• 02/2023 → 07/2024
  The Leaders Group Inc
  Littleton, CO
• 04/2023 → Present
  Portside Wealth Group
  Provo, UT

Previous Registrations

• 2022-02-14 → 2023-06-14
  Townsquare Capital, Llc
  Lehi, UT
  Peoria, AZ
• 2014-11-14 → 2022-02-08
  Mml Investors Services, Llc
  Scottsdale, AZ
• 2012-08-01 → 2014-08-04
  Bmo Harris Financial Advisors, Inc.
  Scottsdale, AZ
  Phoenix, AZ
• 2009-12-22 → 2012-08-01
  M&I Financial Advisors, Inc
  Gilbert, AZ
  Scottsdale, AZ
• 2010-05-13 → 2012-04-19
  M&I Investment Management Corp.
  Milwaukee, WI
• 2009-07-20 → 2009-12-21
  Valic Financial Advisors, Inc.
  Houston, TX
• 2007-08-21 → 2009-03-26
  Banc Of America Investment Services, Inc.
  Pismo Beach, CA
  San Luis Obispo, CA
  Westlake Village, CA

Other Businesses

1.) INDEPENDENT INSURANCE AGENT - 2/4/2022 - 9515 W Running Deer Trail, Peoria, AZ 85383 - Licensed life & health & accident producer, Solicitation, Consultation and Sales of Fixed Insurance products for life, health and fixed annuities, Not Invt Rel, Insurance business, 160 hrs/mo; 100 hrs/mo (during trading hours). 2.) SUNCREST ADVISORS - 2/4/2022 - 24654 N. Lake Pleasant Pkwy, #103, Peoria, AZ 85383 - Managing partner/wealth management advisor, Certified Financial Planner Practitioner, Group for commission based products. Total wealth management, Invt Rel, Insurance business, 160 hrs/mo; 100 hrs/mo (during trading hours). 3.) ENTERTAINMENT - 1/1/1997 - 9515 W Running Deer Trail, Peoria, AZ 85383 - Performer, Performing, Not Invt Rel, Singing/Acting business, 5 hrs/mo; 0 hrs/mo (during trading hours) 4.) INSPIRATION MOUNTAIN LLC -12/12/2023 - 9515 W Running Deer Trail, Peoria, AZ 85383 - President, Manager, not inv't rel, personally owned pass-through LLC for tax planning purposes only (LLC will not be in the public's eye, nor will it ever be mentioned and is thus not being used as a DBA), 1 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2007-08-20
• S63 Uniform Securities Agent State Law Examination
  2001-11-05

Designations

Other Names

• Matt Lowery
• Matthew Boyce Lowery
• Matthew B Lowery