Matthew William Karis

Current Employers

Employment History

• 10/2011 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Atlanta, GA
• 03/2018 → Present
  Private Advisor Group, Llc
  Atlanta, GA

Previous Registrations

• 2011-10-06 → 2018-02-20
  Invest Financial Corporation
  Atlanta, GA
  Appleton, WI
• 2011-03-24 → 2011-10-07
  Sage Capital Holdings, Llc
  Atlanta, GA
• 2010-06-02 → 2011-03-28
  Certussecurities, Inc.
  Atlanta, GA
  Atlanta, GA
  Charlotte, NC
• 2008-06-30 → 2010-04-27
  First Legacy Securities, Llc
  Atlanta, GA
  Helena, AL
• 2004-08-18 → 2008-06-17
  Raymond James Financial Services, Inc.
  Lawrenceville, GA
  Atlanta, GA

Other Businesses

1. 02/14/2018 - Karis Wealth Management Group - Not Investment Related - 3999 Parian Ridge Rd Atlanta, GA 30327 - Business Entity For Tax/Investment Purposes Only - member - Start Date 2010. 2. 02/14/2018 - MW Sandpiper Rental LLC - Not Investment Related - Miramar Beach, FL - Real Estate Rental - Start Date 2016 - 2 Hours Per Month. 3. 02/14/2018 - Karis Jones Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2018. . 02/14/2018 - Karis Wealth Management Group - Not Investment Related - 3999 Parian Ridge Rd Atlanta, GA 30327 - Business Entity For Tax/Investment Purposes Only - member - Start Date 2010. 5. 02/14/2018 - MW Sandpiper Rental LLC - Not Investment Related - Miramar Beach, FL - Real Estate Rental - Start Date 2016 - 2 Hours Per Month. 6. 02/14/2018 - Karis Jones Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2018. 7. 02/14/2018 - Karis-Jones Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 8. 5/8/2018 - Private Advisor Group - DBA: (Hybrid) Karis Jones Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/18/2018 - 80 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 5/8/2018. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms 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. 9. 12/5/2019 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 03/28/2018 - 140 Hours Per Month/100 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 12/2019. I expect to spend approximately 140 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

• S63 Uniform Securities Agent State Law Examination
  1999-12-29

Designations