Matthew James Quinn

Current Employers

Employment History

• 01/2006 → 04/2022
  Lpl Financial, Llc
  River Falls, WI
• 05/2016 → 04/2022
  Personal Wealth Partners, Llc
  River Falls, WI
• 04/2023 → Present
  Lpl Financial Llc
  Woodbury, MN
• 05/2022 → 04/2023
  Unemployed
  Hudson, WI

Previous Registrations

• 2016-05-18 → 2022-05-18
  Personal Wealth Partners Llc
  River Falls, WI
  Bloomington, MN
• 2006-06-01 → 2016-12-23
  Lpl Financial Llc
  River Falls, WI

Other Businesses

1) 4/2023 - Innovative Planning Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 4/2023 - Matthew Quinn Notary / Notary / Investment Related / Start date 05/24/2018 - 1 Hrs per month 3) 4/2023 - IPG Risk Management LLC / Non-Variable Insurance / Investment Related / Start date 05/01/2023 - 10 Hrs per month 4) 4/2023 - Quinn Farms / FARM / Investment Related / Start date 09/20/2001 - 1 Hrs per month 5) 05/02/2023 - Innovative Planning Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 04/24/2023 - 40 Hours Per Month/8 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 6) 05/02/2023 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 04/24/2023 - 40 Hours Per Month/8 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 7) 05/05/2023 - Innovative Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/24/2023 - 40 Hours Per Month/8 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2018-09-04
• S63 Uniform Securities Agent State Law Examination
  2002-05-10