Phillip Anthony Matheson

Current Employers

Employment History

• 04/2016 → 12/2016
  Kestra Financial Services, Inc
  Austin, TX
• 12/2016 → 12/2018
  Lpl Financial, Llc
  Irvine, CA
• 12/2016 → 12/2018
  Independent Financial Partners
  Irvine, CA
• 12/2018 → 12/2021
  Resources Investment Advisors
  Overland Park, KS
• 01/2019 → 12/2021
  Triad Advisors
  Norcross, GA
• 12/2021 → 07/2023
  Nfp Retirement
  Aliso Viejo, CA
• 01/2022 → 03/2023
  Kestra Investment Services, Llc
  Alliso Viejo, CA
• 05/2023 → Present
  Accelerate Retirement
  Aliso Viejo, CA

Previous Registrations

• 2021-12-02 → 2023-07-31
  Wealthspire Retirement Advisory
  Aliso Viejo, CA
• 2018-12-03 → 2022-01-06
  Onedigital
  Irvine, CA
  Overland Park, KS
• 2016-12-05 → 2018-12-31
  Independent Financial Partners
  Irvine, CA
• 2016-04-20 → 2016-12-02
  Kestra Advisory Services, Llc
  Costa Mesa, CA
• 2014-08-14 → 2016-09-22
  Kestra Investment Services, Llc
  Newport Beach, CA
• 2010-03-08 → 2014-08-12
  Financial Telesis Inc
  San Rafael, CA
  Costa Mesa, CA
• 2007-10-03 → 2010-03-03
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA

Other Businesses

MATHESON RENTAL PROPERTY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2004 ADDRESS: 203 Calle Campanero, San Clemente CA 92673, United States DESCRIPTION: Help wife manage property to ensure it is in working condition. Repair duties. Wife manages money and renter THE MATHESON GROUP POSITION: Owner NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2017 ADDRESS: 7 Via Destino, San Clemente CA 92673, United States DESCRIPTION: It is for protection and for operation of my independent advisory business SOCAL RETIREMENT BUILDERS LLC POSITION: Owner NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2021 ADDRESS: 75199 E. Pacific Coast Highway, Suite 602, Long Beach CA 90804, United States DESCRIPTION: Use DBA as a marketing firm to build a practice for the management of retirement plans.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-02
• S63 Uniform Securities Agent State Law Examination
  1998-09-04