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Matthew P King

King Wealth Advisors, LLC

San Mateo, CA

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Current Employers
King Wealth Advisors, Llc

1900 South Norfolk Street Suite 350, San Mateo, CA 94403 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-09-08
CA RA APPROVED 2015-11-24
  • TX RA
    APPROVED_RES
    Since 2017-09-08
  • CA RA
    APPROVED
    Since 2015-11-24

Branch Locations

1900 South Norfolk Street Suite 350, San Mateo, CA 94403 • 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
Bell Investment Advisors, Inc. Oakland CA 12/2000 01/2018
King Wealth Advisors, Llc San Mateo CA 08/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-30
S66 Uniform Combined State Law Examination 2002-02-16
  • S65 Uniform Investment Adviser Law Examination
    2004-12-30
  • S66 Uniform Combined State Law Examination
    2002-02-16
Designations

View on SEC IAPD

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NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
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