Matthew James Macneal

Current Employers

Employment History

• 08/2002 → 03/2025
  Tegler Mchenry
  Frazier, PA
• 10/2012 → 10/2018
  Cambridge Investment Research, Inc
  Fairfield, IA
• 10/2012 → 10/2018
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 09/2018 → Present
  Veery Capital, Llc
  West Chester, PA
• 10/2018 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY

Previous Registrations

• 2012-10-03 → 2018-10-10
  Cambridge Investment Research Advisors, Inc.
  Wilmington, DE
• 2012-02-23 → 2012-10-04
  Securian Financial Services, Inc.
  West Chester, PA
  West Chester, PA

Other Businesses

1. DCMAC. Not investment related. See Registered Branch Office Location 1. Holding company. Partner. 10/2012. 1 hour per month during trading hours. Partner. 2. One Resource Group. Not investment Related. 13548 Zubrick Road, Roanoke IN. Insurance. Agent. 10/2012. 1 hour per month during trading hours. Refer insurance opportunities. 3. MyWellCents. Investment Related. 120 Vantis Dr. #400, Aliso Viejo, CA 92656. 401k Participant Education. Advisor. 6/2023. 0 hrs/mo. 0hrs during trading. Provide education and one-on-one financial planning to our 401(k) participants. Investment changes are self directed by the participant and wellcents is a benefit provided by the employer. 4. Building of West Chester, LLC. Not Investment related. Location 22-26 W Market Street, West Chester, PA 19382. Owner. Started 02/2025. 4 hrs/month during trading. This is a real estate business. 5. KCMAC. Not Investment Related. 22-26 W Market St West Chester, PA 19382. Real Estate. Owner. 2/2025. 5. 1. Correspond with property manager on building maintenance, renovation, and tenant updates.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-07-20

Designations

Other Names

• Matt Macneal