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Matthew James Wilkinson

Clear Wealth Management

North Tonawanda, NY

Lynnwood, WA

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Current Employers
Clear Wealth Management

Lynnwood, WA • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-10
WA RA APPROVED 2017-12-07
  • NY RA
    APPROVED
    Since 2021-08-10
  • WA RA
    APPROVED
    Since 2017-12-07

Branch Locations

North Tonawanda, NY • United States

Lynnwood, WA • 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
OrganizationCityStateFromTo
Arbor Capital Management Corp Amherst NY 10/2006 10/2017
Clear Wealth Management, Llc Niagara Falls NY 10/2017 Present
  • 10/2006 → 10/2017
    Arbor Capital Management Corp
    Amherst, NY
  • 10/2017 → Present
    Clear Wealth Management, Llc
    Niagara Falls, NY
Previous Registrations
  • 2011-06-28 → 2017-12-07
    Arbor Capital Management Corp
    Amherst, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-19
S66 Uniform Combined State Law Examination 2003-08-14
  • S65 Uniform Investment Adviser Law Examination
    2011-05-19
  • S66 Uniform Combined State Law Examination
    2003-08-14
Other Names
  • Matthew J. Wilkinson

View on SEC IAPD

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