Matthew Joseph Conti

Current Employers

Cross Financial Advisors

11600 Sw Shilo Lane Suite 100, Portland, OR 97225 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2017-06-29

OR RA
APPROVED

Since 2017-06-29

Branch Locations

11600 Sw Shilo Lane Suite 100, Portland, OR 97225 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Lpl Financial	Portland	OR	05/2014	Present
Cross Financial Advisors, Llc	Portland	OR	05/2017	Present

05/2014 → Present

Lpl Financial

Portland, OR
05/2017 → Present

Cross Financial Advisors, Llc

Portland, OR

Previous Registrations

2005-07-18 → 2014-04-08

Strategic Advisers Llc

Portland, OR

Tigard, OR

Other Businesses

1. 5/28/2015 - COLUMBIA GORGE FINANCIAL - Investment Related - 37003 NE REED RD, CORBETT, OR 97019 (ESTABLISHED HOME / SATELLITE OFFICE.) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 05/01/2015 - 0 Hours Per Month.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-06-10
S63	Uniform Securities Agent State Law Examination	1998-03-16

S66 Uniform Combined State Law Examination

2005-06-10
S63 Uniform Securities Agent State Law Examination

1998-03-16

View on SEC IAPD