Matthew Vinson Masten

Current Employers

Employment History

• 04/2005 → 02/2021
  Bb&T Investment Services
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Winston-Salem, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Winston-Salem, NC
• 03/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-03-02
  Bb&T Securities, Llc
  Charlotte, NC
  Winston-Salem, NC
  Raleigh, NC
  Richmond, VA
• 2005-04-19 → 2018-01-02
  Bb&T Investment Services, Inc.
  Winston-Salem, NC
  Winston-Salem, NC
  Kernersville, NC
  Kernersville, NC
  Winston-Salem, NC
  Winston Salem, NC
  Winston-Salem, NC
  Winston-Salem, NC
  Winston-Salem, NC
  Winston Salem, NC
  Charlotte, NC
  Winston-Salem, NC
  Winston-Salem, NC
  Winston Salem, NC
  Winston-Salem, NC
  King, NC
  Lewisville, NC
  Charlotte, NC
  Raleigh, NC
  Winston-Salem, NC
• 2003-09-05 → 2005-03-14
  Uvest Financial Services Group, Inc.
  Winston-Salem, NC
• 2002-06-12 → 2003-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winston-Salem, NC

Other Businesses

638 BREWING COMPANY INC. POSITION: Treasurer NATURE: This is a restaurant/ Brewing Company. The company sells food at the restaurants and distributes beverages in the southeast US. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2005 ADDRESS: Winston-Salem NC, United States DESCRIPTION: I review the finances for the company and participate in management calls as needed. BCHM PROPERTY, LLC POSITION: Member NATURE: Rental of Commercial Real Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2003 ADDRESS: Winston Salem NC, United States DESCRIPTION: We hold member meetings as need to adjust rental rates and for financing. 22 A CORRINE, LLC POSITION: Members NATURE: The LLC to hold a condo used as a long-term rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2025 ADDRESS: Charleston SC, United States DESCRIPTION: We are managing the rental property with the help on a property manager. We are collecting rent and paying taxes and mortgage costs. FORSYTH COUNTRY CLUB POSITION: Member of the Board of Directors NATURE: This is a private Country Club that operates a variety of activities for the members including dining, golf, racquet sports, fitness facility, and pools. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2026 ADDRESS: Winston Salem NC, United States DESCRIPTION: Participate in board activities that oversee the operations at the club. We are responsible for setting policy and reviewing items that come up from the day-to-day club operations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-10
• S66 Uniform Combined State Law Examination
  1998-10-08

Designations

Other Names

• Matt Masten
• Matthew V Masten