Inactive

Matthew Cole Beardwood

Westover Capital Advisors, LLC

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Current Employers

Westover Capital Advisors, Llc

1013 Centre Rd, Suite 405, Wilmington, DE 19805 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-01-05
MD	RA	APPROVED	2026-01-05
NJ	RA	APPROVED	2026-01-05
VA	RA	APPROVED	2023-08-04
DE	RA	APPROVED	2017-01-30
NC	RA	APPROVED	2017-01-30
PA	RA	APPROVED	2017-01-30
CT	RA	APPROVED	2017-01-11

FL RA
APPROVED

Since 2026-01-05
MD RA
APPROVED

Since 2026-01-05
NJ RA
APPROVED

Since 2026-01-05
VA RA
APPROVED

Since 2023-08-04
DE RA
APPROVED

Since 2017-01-30
NC RA
APPROVED

Since 2017-01-30
PA RA
APPROVED

Since 2017-01-30
CT RA
APPROVED

Since 2017-01-11

Branch Locations

1013 Centre Rd, Suite 405, Wilmington, DE 19805 • 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

Organization	City	State	From	To
Glenmede	Wilmington	DE	01/2012	12/2016
Westover Capital Advisors, Llc	Wilmington	DE	12/2016	Present

01/2012 → 12/2016

Glenmede

Wilmington, DE
12/2016 → Present

Westover Capital Advisors, Llc

Wilmington, DE

Previous Registrations

2006-04-28 → 2012-01-03

Valley Forge Asset Management, Llc

King Of Prussia, PA

Camden, NJ

Wilmington, DE

Wilmington, DE
2004-09-01 → 2004-10-28

Valic Financial Advisors, Inc.

Morristown, NJ
2003-09-17 → 2004-08-17

Wells Fargo Clearing Services, Llc

Wilmington, DE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-01-30
S63	Uniform Securities Agent State Law Examination	1998-08-15

S65 Uniform Investment Adviser Law Examination

2017-01-30
S63 Uniform Securities Agent State Law Examination

1998-08-15

Other Names

Matt Beardwood

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

KINGSVIEW WEALTH MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI

ROBERT GEORGE ZIEGLER

GERARD PHILLIPPE VIARS

STEPHEN CRAIG MCDERMOTT

BRENT CHRISTOPHER FUCHS

Michelle Keiko Mullinix

ABBY LEIGH PUBUSKY

Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE

STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE

AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE

KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE

STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE

WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE

PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE

EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

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