Matthew Edward Roberson

Current Employers

Employment History

• 10/2000 → 05/2019
  Lincoln Financial Advisors Corporation
  Campbell, CA
• 05/2019 → Present
  Arete Wealth Management Llc
  Chicago, IL
• 05/2019 → Present
  Arete Wealth Advisors Llc
  Chicago, IL

Previous Registrations

• 2000-10-11 → 2019-05-08
  Osaic Fa, Inc.
  Campbell, CA
  Campbell, CA
  Riverside, CA
  Addison, TX
  Addison, TX

Other Businesses

1) MATT ROBERSON 2105 S BASCOM AVENUE, SUITE 245 CAMPBELL, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LIFE SETTLEMENT, PREMIUM FINANCING, TRADITIONAL LIFE INSURANCE, LONG-TERM CARE INSURANCE, CRITICAL ILLNESS INSURANCE. START DATE: 05/24/10 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5. 2) MATT/KRISTI ROBERSON LOS GATOS, CA CATEGORY: REAL ESTATE MANAGEMENT, RENTAL OR DEVELOPMENT INVESTMENT-RELATED:YES TITLE: OWNER DUTIES: COLLECT RENT; MANAGE RENTAL, YARD MAINTENANCE AT 228 SILVER OAK DRIVE, PASO ROBLES, CA. START DATE: 07/2013 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0. 3) KING ARTHUR PROPERTIES, LLC. LOS GATOS CA CATEGORY: REAL ESTATE MANAGEMENT, RENTAL OR DEVELOPMENT INVESTMENT-RELATED: YES TITLE: MANAGER/CO-OWNER WITH SPOUSE DUTIES: MANAGE THE RENTAL PROPERTY AT 228 SILVER OAK DRIVE, PASO ROBLES, CA. START DATE: 11/2013 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0. 4) C.S. INSURANCE INFORMATIONAL SERVICES, LLC. LOS GATOS CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER TRADITIONAL LIFE INSURANCE. START DATE: 03/2016 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5. 5) 88 ANGUS, LLC. LOS GATOS, CA CATEGORY: CATTLE RAISING FOR MEAT & SEED STOCK SALES INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: CATTLE INVESTMENT & MANAGEMENT. START DATE: 03/2025 HOURS PER MONTH: 5-10 HOURS PER MONTH DURING TRADING HOURS: 0. 6) MATTHEW ROBERSON 2105 S. BASCOM AVENUE, SUITE 245 CAMPBELL, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER PREMIUM FINANCING, LIFE INSURANCE. START DATE: 03/2018 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2. 7) MATTHEW ROBERSON LOS GATOS, CA CATEGORY: SUCCESSOR TRUSTEE INVESTMENT-RELATED: NO TITLE: AGENT DUTIES: NONE CURRENTLY START DATE: 10/2019 HOURS PER MONTH: 0. HOURS PER MONTH DURING TRADING HOURS: 2. 8) JPM Ag Services, LLC, Partner, introducing solar companies to landowners, Los Gatos, CA, Not Investment Related, 4 hours per month, 1-2 during trading hours. Start date: 2/2025.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-08
• S63 Uniform Securities Agent State Law Examination
  1999-09-02

Designations

Other Names

• Matthew Edward Roberson
• Matthew Roberson