Matthew Willett Taylor

Current Employers

Employment History

• 03/2003 → 12/2021
  Buckman Buckman And Reid
  Red Bank, NJ
• 12/2021 → Present
  Lpl Financial, Llc
  Holmdel, NJ
• 12/2021 → 03/2025
  Private Portfolio Partners
  Holmdel, NJ
• 03/2005 → 12/2021
  Buckman Advisory Group
  Holmdel, NJ

Previous Registrations

• 2021-12-10 → 2025-04-08
  Private Portfolio Partners, Llc
  Paramus, NJ
  Holmdel, NJ
• 2005-03-22 → 2021-12-02
  Buckman Advisory Group Llc
  Shrewsbury, NJ
  Little Silver, NJ

Other Businesses

1. 12/16/2021 - Private Portfolio Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 12/01/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Portfolio Partners, an independent investment advisor firm. I started this business activity in 12/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 2/1/2022 - Osprey Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/2/2021 - 10 Hours Per Month/0 Hours During Securities Trading. 3. 2/8/2022 - Osprey Financial Consultants LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 12/2/2021 - 160 Hours Per Month/6 Hours During Securities Trading - LPL, Private Portfolio Partners & Insurance fees and commissions. 4. 3/6/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 01/03/2022 - 10 Hours Per Month/10 Hours During Securities Trading 5. 3/10/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 01/03/2022 - 10 Hours Per Month/10 Hours During Securities Trading 6. 4/4/2023 - Archway Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/22/2023 - 160 Hours Per Month/6 Hours During Securities Trading 7. 4/11/2023 - Private Portfolio Partners - DBA: Archway Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 04/05/2023 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Private Portfolio Partners, an independent investment advisor firm. I started this business activity in 04/2023. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-15
• S63 Uniform Securities Agent State Law Examination
  1997-05-09

Other Names

• Matthew W Taylor