Matthew Roy Wilson

Current Employers

Employment History

• 02/2009 → 06/2019
  Capital Financial Services
  Minot, ND
• 06/2019 → Present
  Ausdal Financial Partners, Inc.
  Downers Grove, IL

Previous Registrations

• 2009-02-23 → 2019-06-07
  Capital Financial Services, Inc.
  Grand Forks, ND
  Minot, ND
  Boulder, CO
• 2005-10-11 → 2009-01-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Forks, ND
  Grand Forks, ND
• 2003-07-25 → 2005-10-04
  Morgan Stanley Dw Inc.
  Fargo, ND

Other Businesses

INSURANCE SALES; INVESTMENT RELATED; BOULDER, CO; INSURANCE SALES; AGENT; ACTIVITY BEGAN 02/2009; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY AL DURING TRADING HOURS; SALE OF INSURANCE PRODUCTS. SUMMIT CPA SOLUTIONS; BOULDER, CO; NOT INVESTMENT RELATED; PRESIDENT/OWNER; CPA CONSULTING PRACTICE AND BUSINESS SOLUTION PROVIDER; ACTIVITY BEGAN 5/2015; ACT AS A BUSINESS CONSULTANT TO CLIENTS AS WELL AS A POINT PERSON TO THE CPA'S; DEVOTE APPROXIMATELY 40 HOURS PER MONTH WITH 10 HOURS DURING TRADING HOURS. SPHERE CONSULTING AND SYSTEMS DEVELOPMENT LLC; NON-INVESTMENT RELATED; BOULDER, CO; UNIT MEMBER; INVESTOR; ACTIVITY BEGAN 09/2019; I DO NOT DEVOTE ANY HOURS TO THIS ACTIVITY; NON-ACTIVE MEMBER TO POTENTIAL SOFTWARE LEASES OR EVENUTAL SALE OF THE COMPANY. BOLDER EAGLE FUND, LP; INVESTMENT RELATED; BOULDER, CO; HEDGE FUND LIMITED PARTNERSHIP; MANAGING MEMBER; ACTIVITY TO BEGIN IN APRIL 2023; I WILL DEVOTE APPX 10 HOURS PER MONTH WITH 5 OF THOSE HOURS DURING TRADING HOURS; CAPITAL RAISE AND MINOR FUND ADMINSTRATION THAT DOES NOT INCLUDE TRADING. NO BUSINESS NAME; NOT INVESTMENT RELATED; BOULDER, CO; SOLAR/BATTERY; CONSULTANT; ACTIVITY BEGAN 10/2025; I DEVOTE APPX 15 HOURS PER MONTH TO THIS ACTIVITY WITH 10 OF THOSE HOURS DURING TRADING HOURS; RECOMMEND QUALIFIED INVESTORS TO SOLAR/BATTERY INSTALL COMPANIES FOR POTENTIONAL OWNERESHIP OF SOLAR LEASING PROFIT. BOLDER BATTERY LEASING, LLC; NOT INVESTMENT RELATED; BOLDER, CO; BATTERY LEASING COMPANY/SOLAR STORAGE; CO-OWNER; ACTIVITY BEGAN 10/2025; I DEVOTE APPX 9 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; CO-MANAGER OF BUSINESS, ADDRESS MAINTENANCE AND LEASE CONTRACT QUESTIONS AND BOOKKEEPING OF CASH FLOW. MANN WILSON CONSULTING, LLC; INVESTMENT RELATED; BOULDER, CO; SOLAR PROJECT CONSULTING AND TAX STRATEGY EDUCATION; MANAGER/MEMBER; ACTIVITY BEGAN 07/2026; I DEVOTE APPX 20 HOURS TO THIS ACTIVITY WITH 10 OF THOSE HOURS DURING TRADING HOURS; PROVIDE RENEWABLE ENERGY CONSULTING, PROJECT COORDINATION AND CLIENT REFERRALS.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-09

Designations