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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
One Torrington Ofc Plz Ste 304, Torrington, CT 06790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Manchester | CT | 11/1999 | 07/2021 |
| Varous Insurance Carriers For W & R Insurance Agencies | Manchester | CT | 04/2000 | 07/2021 |
| Mattpeakenterprises | Manchester | CT | 01/2009 | 07/2021 |
| Manchester Road Race | Manchester | CT | 07/2016 | 08/2018 |
| Zoning Board Of Appeals | Manchester | CT | 09/2016 | 05/2018 |
| Rental | Old Saybrook | CT | 07/2017 | 06/2020 |
| Redevelopment Agency | Manchester | CT | 01/2018 | 06/2021 |
| Manchester Board Of Selectman | Manchester | CT | 11/2017 | 11/2019 |
| Lpl Financial Llc | Manchester | CT | 07/2021 | Present |
1. 3/13/2009/MattPeak Enterprises Inc./Business Entity For Tax/Investment Purposes Only/Investment Related/Manchester, CT/0 HRS/MO 2. 07/2021/Matthew Peak/Connecticut River Wealth Management/DBA for LPL Business (entity for LPL business)/Investment Related/Manchester, CT/0 HRS/MO 3. 05/11/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 07/21/2021 - 5 Hours Per Month/5 Hours During Securities Trading 4. 04/04/2024 - MattPeakEnterprises - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 04/15/2024 - 1 Hour Per Month/ 0 Hours During Trading 5. 12/16/2025 - MattPeak Enterprises Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/21/2021 - 1 hour per month/ 1 hour during trading 6. 12/16/2025 - Other - Writer, Event Organizer, Consultant - Author and Speaker - Investment Related - At Reported Business Location(s) - Start Date 11/24/2025 - 3 hours per month/ 1 hour during trading 7. 12/23/2025 - Connecticut River Tax Services LLC DBA Connecticut River Wealth Management - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 5 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-10 |
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