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Inactive

Matthew Robert Blake

Mariner

Highlands Ranch, CO

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-04-25
  • CO RA
    APPROVED
    Since 2023-04-25

Branch Locations

8871 Ridgeline Blvd. Ste. 100, Highlands Ranch, CO 80129 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
My Portfolio Guide, Llc Highlands Ranch CO 10/2012 01/2017
Wambolt & Associates Llc Littleton CO 01/2017 03/2018
Centric Investment Group Inc Littleton CO 03/2017 03/2018
Moss Adams Wealth Advisors Seattle WA 12/2019 04/2023
First Western Trust Financial Denver CO 03/2018 10/2019
Mariner Wealth Advisors Overland Park KS 04/2023 Present
  • 10/2012 → 01/2017
    My Portfolio Guide, Llc
    Highlands Ranch, CO
  • 01/2017 → 03/2018
    Wambolt & Associates Llc
    Littleton, CO
  • 03/2017 → 03/2018
    Centric Investment Group Inc
    Littleton, CO
  • 12/2019 → 04/2023
    Moss Adams Wealth Advisors
    Seattle, WA
  • 03/2018 → 10/2019
    First Western Trust Financial
    Denver, CO
  • 04/2023 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Previous Registrations
  • 2020-01-10 → 2023-03-23
    Threadline Wealth
    Denver, CO
    Bellevue, WA
  • 2017-03-15 → 2018-03-05
    Centric Investment Group Inc
    Littleton, CO
  • 2017-01-19 → 2018-03-05
    Wambolt & Associates, Llc
    Littleton, CO
  • 2012-10-25 → 2017-03-02
    My Portfolio Guide, Llc
    Seal Beach, CA
  • 2005-10-19 → 2012-10-12
    Capital Investment Counsel, Inc
    Denver, CO
  • 2000-02-07 → 2003-11-06
    Charles Schwab & Co., Inc.
    Ft.COllins, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-04
S63 Uniform Securities Agent State Law Examination 1998-08-17
  • S65 Uniform Investment Adviser Law Examination
    1998-09-04
  • S63 Uniform Securities Agent State Law Examination
    1998-08-17

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
CEDARWOOD WEALTH

Other Investors

DAMIAN DANIEL WALSH
PRISCILLA ANNE PEOPLES
Warren Curtis Anderson
Robert P Grovich
Kevin Carl Arvidson
Connie Gail Williams
SEAN WILLIAM MCGINNIS
DAVID TREVOR MARTIN

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Highlands Ranch, CO
EDWARD JONES · Littleton, CO
EDWARD JONES · HIGHLANDS RANCH, CO
MARINER · Highlands Ranch, CO
MARINER · Highlands Ranch, CO
MARINER · Highlands Ranch, CO
SEMPER AUGUSTUS INVESTMENTS GROUP LLC · HIGHLANDS RANCH, CO
WELLS FARGO CLEARING SERVICES, LLC · HIGHLANDS RANCH, CO

More in Highlands Ranch, CO

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