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Matthew Van Cook Wells

Greenbelt Investment Advisors, LLC

Round Rock, TX

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Current Employers
Greenbelt Investment Advisors, Llc

100 E Main Street Suite 101, Round Rock, TX 78664 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-12-07
  • TX RA
    APPROVED
    Since 2010-12-07

Branch Locations

100 E Main Street Suite 101, Round Rock, TX 78664 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Greenbelt Investment Advisors Llc Austin TX 11/2010 Present
Previous Registrations
  • 2006-02-07 → 2011-01-25
    Evolve Investment Advisors
    Austin, TX
    Austin, TX
    Austin, TX
    Austin, TX
  • 2005-09-23 → 2006-03-31
    Treaty Oak Investment Advisors, Inc.
    Austin, TX
  • 2005-07-08 → 2005-12-31
    Momentum Independent Network Inc.
    Austin, TX
    Austin, TX
  • 2004-11-05 → 2005-07-19
    Wamu Investments, Inc.
    Austin, TX
  • 2003-09-12 → 2004-11-09
    Wells Fargo Investments, Llc
    Austin, TX
  • 2002-05-07 → 2003-09-15
    Morgan Stanley Dw Inc.
    Austin, TX
Other Businesses

MAY RECEIVE COMPENSATION FOR CONDUCTING INSURANCE BUSINESS INCLUDING LIFE INSURANCE. DEVOTES LESS THAN 5% OF HIS TIME TO THESE ACTIVITIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-06
  • S66 Uniform Combined State Law Examination
    2002-05-06
Other Names
  • Matthew Wells
  • Matt Wells

View on SEC IAPD

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Other Investors

HOMER PHILLIPS PARSEGIAN
DONALD CLIFFORD HURWITZ
AMANDA MICHELE CHRISTIANS
TERRY DEAN ELLIS
TARIK RANDALL BAKIR
ISSAM MAHMOUD BAKIR
DAH-CHIN CHI
TREVOR LAITH BAKIR

Other Offices

TNT ASSET MANAGEMENT, LLC · ROUND ROCK, TX
CLIFTON MYERS FINANCIAL ADVISORY · ROUND ROCK, TX
CLIFTON MYERS FINANCIAL ADVISORY · ROUND ROCK, TX
EDWARD JONES · ROUND ROCK, TX
RIA WEALTH ADVISORS, LLC · ROUND ROCK, TX
OSAIC WEALTH, INC. · ROUND ROCK, TX
WELLS FARGO CLEARING SERVICES, LLC · ROUND ROCK, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Round Rock, TX

More in Round Rock, TX

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