Matthew Washek

Current Employers

Employment History

• 11/2015 → Present
  Lpl Financial Llc
  Framingham, MA
• 11/2015 → Present
  Global Retirement Partners
  San Rafael, CA

Previous Registrations

• 2006-01-04 → 2015-11-17
  Capitol Securities Management, Inc.
  Glen Allen, VA
  Boston, MA
  Natick, MA
  Framingham, MA
  Framingham, MA
• 2005-01-13 → 2005-12-21
  Investors Capital Corp.
  Framingham, MA
• 2004-02-02 → 2004-12-31
  Eastern Point Advisors Inc.

Other Businesses

(1) 11/17/2015: Life Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - START 02/01/2002 - 5 Hr/Mo; 1 Hours During Securities Trading; 1% TIME SPENT - Fixed Annuities, Life, Long Term Care, Health (2) 03/10/2016: Global Retirement Partners - INV REL - 4340 Redwood Highway, Suite B-60, San Rafael, CA 94903 - Registered Investment Advisor Hybrid - START 10/2015 - 25% TIME SPENT - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity on 10/2015. I expect to spend approximately 25% of my time on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (3) 12/27/2016: MW Bridge Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/01/2017 - 160 Hours Per Month/7 Hours During Securities Trading. (4) 11/26/2024 - MW BRIDGE FINANCIAL - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/08/2024 - 1 Hour per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2002-11-21