Matthew Sean Ferris

Current Employers

Employment History

• 02/2003 → Present
  New York Life Insurance Company
  Charlotte, NC
• 03/2003 → Present
  Nylife Securities Inc.
  Charlotte, NC
• 05/2007 → Present
  Ferris Financial, Llc
  Columbus, OH

Other Businesses

[Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products] [DBA FERRIS FINANCIAL, LLC - INVESTMENT RELATED; 495 SOUTH HIGH STREET #220 COLUMBUS, OH 43215; OWNER / BROKER\/ 40 HRS @WK] [FERRIS CRITICAL DEFENSE, LLC; OWNER; NON INVESTMENT RELATED; START DATE 12/2012] [SEARL PROPERTIES, LLC; INVESTMENT PROPERTY/RENTAL PROPERTY BUSINESS OWNED 50/50 WITH MY FATHER.; 100 COUNTRYSIDE RD. NW NEW PHILADELPHIA, OH 44663; START DATE 08/2014; ROLE/TITLE: PARTNER; INVESTMENT RELATED; 5 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [FF HOLDINGS, LLC; COMMERCIAL RENTAL PROPERTY BUSINESS THAT I OWN 100%.; 100 COUNTRYSIDE RD. NW NEW PHILADELPHIA, OH 44663; START DATE 05/2015; ROLE/TITLE: OWNER; INVESTMENT RELATED; 4 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: RENTAL INCOME] [Arden Apartments, LLC; Rental property business that I own 50/50 with my wife.; P.O. Box 1042 New Philadelphia, OH 44663; Start Date 05/2016; Role/Title: Partner; Investment Related; 4 hours per month; 1 hours per month during securities trading hours] [Wesley Apartments, LLC; Rental property business that I own 50/50 with my wife.; P.O. Box 1042 New Philadelphia, OH 44663; Start Date 07/2018; Role/Title: Partner; Investment Related; 2 hours per month; 1 hours per month during securities trading hours; Oversee rental operations and property manager] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Lee Downtown Apartments, LLC; Rental property business.; P.O. Box 1042 New Philadelphia, OH 44663; Start Date 06/2019; Role/Title: Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [Dimension Properties, LLC; The business entity is the real estate management entity for my own personal real estate holdings.; 100 Countryside Rd. NW New Philadelphia, OH 44663; Start Date 07/2019; Role/Title: Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Cana Holdings, LLC; Real estate investment. Triple net leasing of commercial real estate.; 100 Countryside Rd. NW New Philadelphia, OH 44663; Start Date 02/2021; Role/Title: Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Farm Land Leasing; Lease personally owned farm land for crop farming.; 5668 Ruslin Hills Rd. NW Dover, OH 44622; Start Date 05/2022; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Rental Property; Rental of personal real estate property (Farmhouse). Property will be listed on Airbnb and VRBO.; 5692 Ruslin Hills Rd. NW Dover, OH 44622; Start Date 05/2022; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; collect rent] [Toys 4 Christmas, Inc.; Local Non-Profit Charitable Organization that gives away free toys to children in need at Christmas time.; 3011 State St. NE Uniontown, OH 44685; Start Date 08/2023; Role/Title: Officer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; I will act as Treasurer of the Organization.] [Skylar Apartments, LLC; Lease residential real estate.; 547 S. James. St. Dover, OH 44622; Start Date 08/2024; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; collect rent] [Wabash Ventures, LLC; Commercial real estate investment/rental.; 547 S. James St. Dover, OH 44622; Start Date 11/2025; Role/Title: Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-02
• S63 Uniform Securities Agent State Law Examination
  2003-06-26