Inactive

Benson Patrick Mathews

Vantage Wealth Planning

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Current Employers

Vantage Wealth Planning

3748 Lakeside Dr. Suite 100, Reno, NV 89509 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-12-06
NV	RA	APPROVED	2017-10-24

TX RA
APPROVED_RES

Since 2022-12-06
NV RA
APPROVED

Since 2017-10-24

Branch Locations

3748 Lakeside Dr. Suite 100, Reno, NV 89509 • 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
Tiaa	Reno	NV	06/2014	09/2017
Tiaa-Cref Individual & Institutional Services, Llc	Reno	NV	06/2014	09/2017
Vantage Wealth Planning	Reno	NV	09/2017	Present

06/2014 → 09/2017

Tiaa

Reno, NV
06/2014 → 09/2017

Tiaa-Cref Individual & Institutional Services, Llc

Reno, NV
09/2017 → Present

Vantage Wealth Planning

Reno, NV

Previous Registrations

2017-10-24 → 2018-12-31

Vantage Wealth Planning

Reno, NV
2014-06-30 → 2017-09-21

Tiaa-Cref Individual & Institutional Services, Llc

Reno, NV
2014-05-07 → 2014-06-16

Charles Schwab & Co., Inc.

Reno, NV
2010-08-26 → 2014-04-10

Cornerstone Advisors Inc

Bellevue, WA
2010-03-19 → 2010-08-06

Northwestern Mutual Investment Services, Llc

Reno, NV
2004-05-28 → 2005-02-24

First Allied Securities, Inc.

Reno, NV
2003-04-03 → 2004-06-01

Waddell & Reed

Reno, NV

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2015-03-23
S66	Uniform Combined State Law Examination	2010-03-01

S63 Uniform Securities Agent State Law Examination

2015-03-23
S66 Uniform Combined State Law Examination

2010-03-01

Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BENJAMIN F. EDWARDS & COMPANY, INC.

LPL FINANCIAL LLC

TREO VENTURES, LLC

ELEVAGE PARTNERS, LLC

Other Investors

LEONARD R WOHLETZ

ANGEL MARIE SANDOVAL

RYAN SCOTT GROSS

JAMES WARREN FRIEDLAN

SUNTALEE KOOZER

MITCHELL J MOUNTAIN

Alexander Mallett

Jared D Marchegger

Other Offices

MORGAN STANLEY · Reno, NV

EDWARD JONES · RENO, NV

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV

BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV

LPL FINANCIAL LLC · RENO, NV

GW FINANCIAL · RENO, NV

TREO VENTURES, LLC · RENO, NV

ELEVAGE PARTNERS, LLC · RENO, NV

More in Reno, NV

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